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A task very simple to do in Excel, but in Power BI I am strauggling.
I have a table, which looks like this:
The green are columns within the table: [Date] and [Budget].
Blue are measures: [Won] is a sum of values from a different table, [Difference] substracts [Budget] from [Won]
I need help with writing a measure [YTD], which will achieve what you can see in the picture: A cumulative sum of prevoius month's [YTD] and this moth's [Difference]. How can this be achieved?
EDIT:
Thanks to @Greg_Deckler help, I have almost got what I am after. Next step is, I don't want this measure to "reset" every year. I want it to continue and carry the december value over to next year.
@Anonymous - Try right clicking your Budget column in report view and then choose "New quick measure". Choose the "Year to date Total" under Time Intelligence.
You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000
Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.
https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008
Thanks @Greg_Deckler , but that's a cumulative sum of the budget. If I'm looking for a cumulative sum of [Difference], then I should just do the same with the [Difference] measure?
EDIT:
I did this and it kind of worked. Until This year January:
@Anonymous , You have take MOM diff YTD till previous month diff
example
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])
YTD this month vs last month diff should be same as MTD and last MTD
Thanks for your reply. Can you please explain what "MOM" means?
I've done what you sai, and this is what I get:
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