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asteinbach's avatar
asteinbach
Frequent Visitor
5 years ago
Solved

Dynamic YTD Based On Slicer

Hello,   A bit newer to power BI here. I'm trying to create a measure that calculates YTD based on a slicer. I can't attach the dashboard because of privacy issues, but I will do my best to describ...
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  • v-kelly-msft's avatar
    v-kelly-msft
    5 years ago

    Hi asteinbach ,

    Modify your 2 measures as below:

     

    Revenue_Calc_2021_Actual = Calculate(sum('Revenue_COGS'[Value]),'Revenue_COGS'[Account] = "Revenue",'Revenue_COGS'[Year]=2021,'Revenue_COGS'[Scenario] = "ACTUAL",FILTER(Revenue_COGS,DATE('Revenue_COGS'[Year],Revenue_COGS[Month Number],1)<=SELECTEDVALUE('Months'[Date_Format]))


    EBITDA_Actual = (Revenue_COGS[Revenue_Calc_2021_Actual] - Calculate(sum(Costs[Value]),Costs[Year]=2021,Costs[Scenario]="ACTUAL",FILTER('Costs',
DATE('Costs'[Year],'Costs'[Month Number],1)<=SELECTEDVALUE('Months'[Date_Format]))) + [Dep_Amo_Impair_Actual])

     

    And you will see:

    As for the orientation from Department_Hiearchy to Revenue_COGS is single and one to many,so when you use month from table Months,the data cant be filtered correctly.That's why you have to add the month filter to the expressions.

    Check my .pbix file attached.

     

    Best Regards,
    Kelly

    Did I answer your question? Mark my post as a solution!

     

     

     

asteinbach's avatar
asteinbach
Frequent Visitor
5 years ago

Hi Kelly,

 

Thank you for sending that over. It seems this still doesn't achieve what I'm hoping to get. Those calculations still yield only monthly results (although with significantly more efficent expressions that the ones I currently have.) From what I can tell, when I change the slicers, those calculations still yield only monthly results. What I'm hoping to get is the results from the calcluations you altered, but the summation of the currently selected month in the slicer, and all prior months before that, if that makes sense. 

 

For example, if May is selected in the slicer, the YTD revenue for Actual (total) should be 146,292,211. If April is selected, the YTD revenue should 82,288,481. The current calculation still spits out 64,003,730 for May and 57,647,527 for April. Those are correct for those specific months, they aren't YTD numbers. I know these from offline calcualtions.

  • asteinbach's avatar
    asteinbach
    Frequent Visitor
    5 years ago

    Kelly,

     

    I accidentally marked your last post as a solution, but no it still doesn't work. When I change the month slicer, it does in fact change Revenue Actual. This is because it's being displayed by the "Dynamic Revenue" Measure with Revenue YTD, which is an awful IF statement I wrote and the reason I'm trying to get a better way to do it. The formula you edited still doesn't calculate YTD when the slicer is changed, it's still that single month