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JLCote828's avatar
JLCote828
Frequent Visitor
2 years ago
Solved

Help with a Matrix

I'm struggling to build a matrix and think I'm missing something simple.  I'm pulling monthly data, I have Feb. Mar. Apr. but only want to show Apr. and the year to date totals.  Simply filter out the months I don't want to see removes them from the total.  How do I remove the months I don't want to see but keep their totals?

 

Thank you advance!

 

James

  • Great! For the cumulative total to reset, you can use the TOTALYTD() DAX function. Here's a link to the updated .pbix with both the cumulative and ytd measures. I have updated the data model to include a proper date dimension.

7 Replies

    • JLCote828's avatar
      JLCote828
      Frequent Visitor

      Excellent, thank you, I'll give it a shot & let you know!  Much appreciated, thank you!

    • JLCote828's avatar
      JLCote828
      Frequent Visitor

      I am more than pleased, this got me 95% there!  My next question; how do I get that FY24 Cumulative Total to only pull up through FY25 current month rather than full year?

       

       

      • Fthrs_Analytics's avatar
        Fthrs_Analytics
        Frequent Visitor

        Great! For the cumulative total to reset, you can use the TOTALYTD() DAX function. Here's a link to the updated .pbix with both the cumulative and ytd measures. I have updated the data model to include a proper date dimension.