Forum Discussion

HEW's avatar
HEW
Helper III
6 years ago
Solved

Bar chart - YTD figures

Hi.   We have a bar chart where we show YTD Current year, YTD last year and YTD budget figures.   However, for the actual YTD figures we would like only to show figures for the previous and curre...
Need Help
  • amitchandak's avatar
    amitchandak
    6 years ago

    HEW 

    First, you adjust the YTD to your financial year. Year from May -April will look like

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"4/30"))

    Also you can stop it max date of data
    YTD Sales =
    var _max = maxx(Sales,Sales[Sales date])
    return
    CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"4/30"),Sales[Sales date]<=_max)

amitchandak's avatar
amitchandak
Super User
6 years ago

HEW 

First, you adjust the YTD to your financial year. Year from May -April will look like

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"4/30"))

Also you can stop it max date of data
YTD Sales =
var _max = maxx(Sales,Sales[Sales date])
return
CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"4/30"),Sales[Sales date]<=_max)

  • HEW's avatar
    HEW
    Helper III
    6 years ago

    amitchandak 

    It works perfectly - thanks a lot.

     

    Br.

    Helen