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powerbiexpert22's avatar
powerbiexpert22
Impactful Individual
2 years ago
Solved

Default YTD

i want to display YTD months and year  ( from jan 2024 until jul 2024) on x axis in line chart by default if there are no selections made on date range slicer  if there are any selections made on da...
Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    LeandroDeodato Thanks for your contribution on this thread.

    Hi powerbiexpert22 ,

    You can follow the steps below to get it, please find the details in the attachment.

    1. Create a measure as below 

    IsSlicerFiltered = 
VAR _year =
    SELECTEDVALUE ( 'Date'[Year] )
VAR _month =
    SELECTEDVALUE ( 'Date'[MonthNo] )
RETURN
    IF (
        ISFILTERED ( 'Date'[Date] ),
        1,
        IF (
            _year = YEAR ( TODAY () )
                && _month >= 1
                && _month <= MONTH ( TODAY () ),
            1,
            0
        )
    )

    2. Apply the visual-level filter with the condition(IsSlicerFiltered is 1) on the line chart

    Best Regards

powerbiexpert22's avatar
powerbiexpert22
Impactful Individual
2 years ago

i am able to acheive it by creating calculated column, the problem is it is very difficult for user to navigate from year 9999 using calendar as shown in last screenshot

 

 

 

 

Anonymous's avatar
Anonymous
Not applicable
2 years ago

LeandroDeodato Thanks for your contribution on this thread.

Hi powerbiexpert22 ,

You can follow the steps below to get it, please find the details in the attachment.

1. Create a measure as below 

IsSlicerFiltered = 
VAR _year =
    SELECTEDVALUE ( 'Date'[Year] )
VAR _month =
    SELECTEDVALUE ( 'Date'[MonthNo] )
RETURN
    IF (
        ISFILTERED ( 'Date'[Date] ),
        1,
        IF (
            _year = YEAR ( TODAY () )
                && _month >= 1
                && _month <= MONTH ( TODAY () ),
            1,
            0
        )
    )

2. Apply the visual-level filter with the condition(IsSlicerFiltered is 1) on the line chart

Best Regards

  • Sergii24's avatar
    Sergii24
    Super User
    2 years ago

    Great solution!

  • powerbiexpert22's avatar
    powerbiexpert22
    Impactful Individual
    2 years ago

    yes, this is great solution, thanks Anonymous