Forum Discussion

Anno2019's avatar
Anno2019
Icon for Helper IV rankHelper IV
7 years ago

Create Table split by month & Show Variance and totals

Hi PBI Guru's

 

I need some assistance, please.  This is such an easy task in excel but I just cannot get it right in PBI.

Below is a screenshot of the desired result.  I have also included a link to the pbix file for ease of reference.

 

Can anyone figure this out?  Would really appreciate it.

Also, YTD in my world means -1 month.  So as of today, the month is Aug, so my YTD would be Jan to July.

p.s the figures in the screenshot will not match the pbix file it was made for reference purposes only.

 

 

 

 

https://www.dropbox.com/s/08b8rj1qxffectn/Testing%20Visual%20monthly.pbix?dl=0 

Need Help

2 Replies

  • v-xicai's avatar
    v-xicai
    Icon for Community Support rankCommunity Support
    7 years ago

    Hi Anno2019 ,

     

    You can create a calculated table to get the calendar table first of all , then create relationship between your 'Shipment Level Data' table and the calendar table on date column. Secondly , create YTD measures like DAX below:

     

    CalendarTable= CALENDARAUTO()
 
CurrentYear_YTD= CALCULATE(SUM('Shipment Level Data'[Profit]),FILTER(ALLSELECTED('Shipment Level Data'),'Shipment Level Data'[Year]=MAX('Shipment Level Data'[Year])&&'Shipment Level Data'[Month]=MAX('Shipment Level Data'[Month])-1))
 
LastYear_YTD= CALCULATE([CurrentYear_YTD],DATEADD(CalendarTable[Date],-1,YEAR))
 
Variance= [CurrentYear_YTD]-[LastYear_YTD]

    Best Regards,

    Amy

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Anno2019's avatar
      Anno2019
      Icon for Helper IV rankHelper IV
      7 years ago

      v-xicai  Thank you, that would sort out the YTD Total but how would I go about building the table to look like the one I need?