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Kansetsuwaza
Frequent Visitor

How can keep the yearly sum same for each month of the relevant year

Dear community,

 

I am trying to create a revenue trend chart by year and month but also I would like to show the total yearly revenue which will be the same for each month under the relevant year.

 

For instance: The "Sum Rev" has to be 49.340.623,90 for each month under 2017.

 

Total Revenue = SUM('Table'[Revenue])

 

Kansetsuwaza_0-1669987595201.png

 

1 ACCEPTED SOLUTION

Hi,

Thank you for sharing sample pbix file.

I assumed your sample had a calendar table.

Please check the attached file whether it suits your requirement, that I have changed the measure a little bit.

 

Sum Rev =
VAR _currentyear =
    YEAR ( MAX ( Test[Reporting Month] ) )
RETURN
    CALCULATE (
        [Total Revenue],
        FILTER ( ALL ( Test ), YEAR ( Test[Reporting Month] ) = _currentyear )
    )

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

3 REPLIES 3
Jihwan_Kim
Super User
Super User

Hi,

I am not sure how your datamodel looks like, but please something like below whether it suits your requirement.

 

Sum Rev =
CALCULATE (
    [Total Revenue],
    ALL ( calenartable ),
    VALUES ( calendartable[Year] )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

@Jihwan_Kim 

Your query did not work for my data model.
Please reach my sample data through the below link:

SAMPLE LINK 

Hi,

Thank you for sharing sample pbix file.

I assumed your sample had a calendar table.

Please check the attached file whether it suits your requirement, that I have changed the measure a little bit.

 

Sum Rev =
VAR _currentyear =
    YEAR ( MAX ( Test[Reporting Month] ) )
RETURN
    CALCULATE (
        [Total Revenue],
        FILTER ( ALL ( Test ), YEAR ( Test[Reporting Month] ) = _currentyear )
    )

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

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