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magutierrez1
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3 years ago
Solved

Drill Down

Hello, I have a table visual on a report that calculates the YTD costs for each initiative. I want the user of the report to be able to see a breakdown of the transactions that make up the ytd amount. Do I need to develop an additional visual to display the itemized listing once the user clicks on the figure, or is using drill down sufficient? I used drill down to try several options, but I was unsuccessful.

 

 

  • magutierrez1 , To drill make sure you add YTD measure into your drill through report or use that as visual level filter

    with help from a date table, you can get ytd

     

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

     

    Learn Power BI Advance - Power BI Drill Through - More than one level: https://www.youtube.com/watch?v=hCAAvpppQmk

     

     

1 Reply

  • magutierrez1 , To drill make sure you add YTD measure into your drill through report or use that as visual level filter

    with help from a date table, you can get ytd

     

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

     

    Learn Power BI Advance - Power BI Drill Through - More than one level: https://www.youtube.com/watch?v=hCAAvpppQmk