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Anonymous
Not applicable

Need help on creating a model

say in the year 2021 total sales is 1000 now i want month wise(jan to dec) sales  in power bi.

can any one please help

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Anonymous ,

Do you want to get the cumulative values from Jan to Dec? If yes, you can refer the following links to get it.

Calculating MTD, QTD, YTD, Running and Cumulative Total in Power BI

yingyinr_0-1662630167465.png

How to Create YTD Calculations in Power BI​

//Sales YTD =
TOTALYTD(
    SUM(Orders[Sales]),
   Orders[OrderDate]
)

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @Anonymous ,

Do you want to get the cumulative values from Jan to Dec? If yes, you can refer the following links to get it.

Calculating MTD, QTD, YTD, Running and Cumulative Total in Power BI

yingyinr_0-1662630167465.png

How to Create YTD Calculations in Power BI​

//Sales YTD =
TOTALYTD(
    SUM(Orders[Sales]),
   Orders[OrderDate]
)

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

amitchandak
Super User
Super User

@Anonymous , refer if this can help

 

Distributing/Allocating the Yearly Target(Convert to Daily Target): https://community.powerbi.com/t5/Community-Blog/Distributing-Allocating-the-Yearly-Target-Convert-to-Daily/ba-p/1463290

 

 

Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-Convert-to/ba-p/1476400

 

I have done daily, you can do monthly

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