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WaninGNighT
1 year agoFrequent Visitor
Dynamic YTD with Month slicer
Hi all, I'm tring to create a column chart showing cumulative YTD Sales by month. My data include a Sales table, a Dim_Date table related to the Sales table, and a disconnected Slicer_Date table ...
- Anonymous1 year ago
Hi WaninGNighT
Thanks for your pbix file, I can't reply to private messages due to policy reasons, please refer to the solution below, I hope it helps.
1. You should create the slicer using the 'Year' and 'Month' fields from the disconnected date table_'Slicer Date', rather than the fields in the 'Dim Date' table.
2. Create the following measures:YTD/QTD/MTD = SWITCH( SELECTEDVALUE('Time Intelligence'[Period]), "YTD", CALCULATE([Total Sales Amount], DATESYTD(Dim_Date[Date])), "QTD", CALCULATE([Total Sales Amount], DATESQTD(Dim_Date[Date])), "MTD", CALCULATE([Total Sales Amount], DATESMTD(Dim_Date[Date])) )New YTD/QTD/MTD = VAR SelectedYear = SELECTEDVALUE(Slicer_Date[Year]) VAR SelectedMonth = SELECTEDVALUE(Slicer_Date[Month]) RETURN CALCULATE( [YTD/QTD/MTD], FILTER( Dim_Date, Dim_Date[Year] = SelectedYear && Dim_Date[Month] <= SelectedMonth ) )
3. Place the 'Month' or 'Month Name' field from the 'Dim Date' table and the measure 'New YTD/QTD/MTD' into the column chart.Here are my test results:
Best Regards,
Jarvis Tang
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