Forum Discussion

4 Replies

  • Anonymous , Create a date table with Year and Month and month sort.

    and use a formula like this

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

     

    Month on axis , year as legend

     

    column in date table

    Month= FORMAT([Date],"mmm")
    Month sort = month([Date])

     

    To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      amitchandak Thank you for your quick reply, I did some of the steps you mentioned and still don't get the desired result, probably because I'm still doing something wrong.

       

      Here is what I did:

       

      My raw input test date for this forum

      Project ID	Project Completion Date
      1	1-Jan-20
      2	1-Feb-20
      3	1-Feb-20
      4	1-Feb-20
      5	1-Feb-20
      6	1-Feb-20
      7	1-Feb-20
      8	1-Feb-20
      9	1-Mar-20
      10	1-Apr-20
      11	1-Apr-20
      12	1-May-20
      13	2-May-20
      14	3-May-20
      15	4-May-20
      16	1-Jun-20
      17	1-Jun-20
      18	1-Jul-20
      19	1-Aug-20
      20	1-Sep-20
      21	1-Oct-20
      22	1-Oct-20
      23	1-Oct-20
      23	2-Oct-20
      25	3-Oct-20
      26	4-Oct-20
      27	1-Nov-20
      28	1-Dec-20
      29	1-Jan-21
      30	2-Jan-21
      31	3-Jan-21
      32	4-Jan-21
      33	1-Feb-21
      34	1-Mar-21
      35	1-Apr-21
      36	1-May-21
      37	2-May-21
      38	3-May-21
      39	4-May-21
      40	1-Jun-21
      41	2-Jun-21
      42	3-Jun-21
      43	4-Jun-21
      44	1-Jul-21
      45	2-Jul-21
      46	3-Jul-21
      47	4-Jul-21
      48	1-Aug-21
      49	1-Aug-21
      50	1-Sep-21
      51	1-Oct-21
      52	1-Nov-21
      53	1-Dec-21
      54	1-Dec-21
      55	1-Jan-22

       

      Then I created a data calendar like in the sqlbi post you shared (thanks!):

       

       

      As I don't have a 'Sales Amount' that I want to SUM but a (distinct) Count of the completed projects, this is the Measure that I came up with:

       

      YTDprojects = CALCULATE(DISTINCTCOUNT(Sheet1[Project ID]),DATESYTD('Date'[Date],"12/31"))

       

      I think that part is where it goes wrong giving me the following result:

       

       

      Thanks again for your help and please let me know what I'm doing wrong!

       

  • Gabriel_Walkman's avatar
    Gabriel_Walkman
    Icon for Continued Contributor rankContinued Contributor

    Hi!

     

    What does your source table look like? What did you try and how did it fail?

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Gabriel,

       

      Appreciate your reply, I uploaded my source table and how it fails in my other comment.