topic Re: showing the MTD and YTD values based on Year filter in DAX Commands and Tips

showing the MTD and YTD values based on Year filter

kristel_tulio — Thu, 20 Oct 2022 00:34:57 GMT

Hi I would like to ask for help. My calc doesn't work I tried using DATESMTD, TOTALMTD, DATESYTD, TOTALYTD but the values are not showing for current year. I do have Date table and the Estimate summaries table but when I put my calc in gauge graph then select the current year it's not working anymore. But if I use a table chart and put month on it the data will show.

I would like to use gauge graph and show the MTD or YTD based on the selected year in my filter.

Utilisation % =
DIVIDE([chargeable hours],[Client Hours],0)

MTD Utilisation% =
CALCULATE(
SUM(EstimateSummaries[Actual Hours]),
DATESMTD(Dates[Date])
)

YTD Utilisation % =
CALCULATE([Utilisation %], DATESYTD(Dates[Date]))

Re: showing the MTD and YTD values based on Year filter

amitchandak — Thu, 20 Oct 2022 01:41:10 GMT

kristel_tulio , Make sure financial year, Month in visual, and slicer are coming from Dates table.

MTD will not come as FY23 ending in Dec and you have not selected any month so the last month will be taken by datesmtd and the value for that month is blank.

but datesytd should come as long as you follow these 5-6 rules

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5bd4

Re: showing the MTD and YTD values based on Year filter

kristel_tulio — Thu, 20 Oct 2022 02:34:30 GMT

Hi amitchandak

That was clear now and it's already working.Thank you