Forum Discussion

ilana105's avatar
ilana105
Helper I
9 years ago
Solved

Compare cumulative data between years

Hello commnuity   I want to compare the cumulative of one variable over 2 years.    When I use the TOTALYTD formula I get the data I want:     cumulativeImpressions = TOTALYTD(sum(database[Imp...
Need Help
  • v-huizhn-msft's avatar
    v-huizhn-msft
    9 years ago

    Hi ilana105,

     

    How do you set the Axis level, you have year and month field in your source data, you select the month as axis level, the year as legend level, right? If it is, you’d better add filter in measure to cumulative sum for each year, rather than all data. The TOTALYTD Function evaluates the year-to-date value of the expression in the current context. So it return the total sum for each year.


    I try to reproduce your scenario as follows.


    Create month and year calculated columns.

     

    Year = YEAR(Sales[DATE])
Year = YEAR(Sales[DATE])


    Create measure using the formula below. The values function will return a table including one year.

     

    cumulative = CALCULATE(SUM(Sales[SALE]),FILTER(ALL(Sales),Sales[DATE]<=MAX(Sales[DATE])),VALUES(Sales[Year]))


    Create the line chart, you will get expected result same to using TOTALYTD function like the following screenshot.

     


    TotalYTD = TOTALYTD(SUM(Sales[SALE]),Sales[DATE])


    If you have any other issue, please feel free to ask.


    Best Regards,
    Angelia

     

     

v-huizhn-msft's avatar
v-huizhn-msft
Microsoft Employee
9 years ago

Hi ilana105,

 

How do you set the Axis level, you have year and month field in your source data, you select the month as axis level, the year as legend level, right? If it is, you’d better add filter in measure to cumulative sum for each year, rather than all data. The TOTALYTD Function evaluates the year-to-date value of the expression in the current context. So it return the total sum for each year.


I try to reproduce your scenario as follows.


Create month and year calculated columns.

 

Year = YEAR(Sales[DATE])
Year = YEAR(Sales[DATE])


Create measure using the formula below. The values function will return a table including one year.

 

cumulative = CALCULATE(SUM(Sales[SALE]),FILTER(ALL(Sales),Sales[DATE]<=MAX(Sales[DATE])),VALUES(Sales[Year]))


Create the line chart, you will get expected result same to using TOTALYTD function like the following screenshot.

 


TotalYTD = TOTALYTD(SUM(Sales[SALE]),Sales[DATE])


If you have any other issue, please feel free to ask.


Best Regards,
Angelia

 

 

Anonymous's avatar
Anonymous
Not applicable
5 years ago

How would you limit each year to not show data beyond the current date?    In other words, the cumulative year to date value for each of the years, but equivalent to today's current date.    That way you are "hiding" the future dates and only comparing dates that are relevant to the current year to date.