Forum Discussion
Converting YTD value to MTD Value
I have a table that lists the YTD goal for a person to reach. I want to make that value a monthly value. I thought it would be as easy as taking the monthly goal and multiplying by the month number, but PBI does not allow me to reference my 'Month' column from my date table in that fashion. Here is how it looks:
So for my measure, it's just simply YTD_Producer_Goal__c / 12 to give a monthly value of $12,500. How I can make a measure that will accumulate the $12,500 monthly? So for month 2, it should be $25,000, month 3 would be 37,500, etc. etc.
PS: The Month column comes from my date table. All other columns come from my main table.
Hey Anonymous
a very simplistic approach could be this measure:
Goal Monthly YTD = SUMX( 'Goals' , 'Goals'[Goal Monthly] * MAX('Calendar'[Month No]) )This allows to create something like this:
Please be aware of the underlying assumption, that there is just one goal per person in my Goals table, the table on the left in the above screenshot.
Regards,
Tom
2 Replies
- TomMartens
Super User
Hey Anonymous
a very simplistic approach could be this measure:
Goal Monthly YTD = SUMX( 'Goals' , 'Goals'[Goal Monthly] * MAX('Calendar'[Month No]) )This allows to create something like this:
Please be aware of the underlying assumption, that there is just one goal per person in my Goals table, the table on the left in the above screenshot.
Regards,
Tom
- Nathaniel_C
Community Champion
Hi Anonymous ,
Try the function TOTALYTD() and this assumes your two tables have a relationship.
Let me know if you have any questions.
If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel
