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Hi all,
I am relativily new to Power BI and have been trying to reproduce something I made in Excel, see image below:
I saw a similar post (https://community.powerbi.com/t5/Desktop/Compare-cumulative-data-between-years/td-p/112480) that has a solution but I still can't manage to do it and would really appriciate some step by step help here.
Thank you in advance!
Regards, Stefan
Hi!
What does your source table look like? What did you try and how did it fail?
Hi Gabriel,
Appreciate your reply, I uploaded my source table and how it fails in my other comment.
@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.
@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!
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