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balu810
Frequent Visitor

Dynamic YTD calculation

I have data in below format , user wants single select slicer on Yearquarter , when he select 202202 , we have to show him two bars one for year 2021 and one for year 2022 . 2021 bar should show 202101,202102 value and 2022 bar should show 2022101 , 202202 value as a sum 

 

2021-300

2022-150

 

when user selects 202203 it should show all three quarters of 2022 and first three quarters of 2021.

 

YearquarterYearQuarterSales
202101202101100
202102202102200
202103202103300
202104202104400

202201

202201120
202202202202130
202203202203140
1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.

 

Jihwan_Kim_1-1669360343695.png

 

Jihwan_Kim_0-1669360292436.png

 

 

expected result measure: =
VAR _sliceryear =
    MAX ( 'Calendar'[Year] )
VAR _prevsliceryear = _sliceryear - 1
VAR _slicerquarter =
    MAX ( 'Calendar'[Quarter] )
RETURN
    SUMX (
        FILTER (
            Data,
            Data[Year]
                IN { _sliceryear, _prevsliceryear }
                && Data[Quarter] <= _slicerquarter
        ),
        Data[Sales]
    )

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.

 

Jihwan_Kim_1-1669360343695.png

 

Jihwan_Kim_0-1669360292436.png

 

 

expected result measure: =
VAR _sliceryear =
    MAX ( 'Calendar'[Year] )
VAR _prevsliceryear = _sliceryear - 1
VAR _slicerquarter =
    MAX ( 'Calendar'[Quarter] )
RETURN
    SUMX (
        FILTER (
            Data,
            Data[Year]
                IN { _sliceryear, _prevsliceryear }
                && Data[Quarter] <= _slicerquarter
        ),
        Data[Sales]
    )

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


balu810
Frequent Visitor

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