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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 th...
Need Help
  • Fthrs_Analytics's avatar
    Fthrs_Analytics
    2 years ago

    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.

Fthrs_Analytics's avatar
Fthrs_Analytics
Frequent Visitor
2 years ago

Hi James,

 

It looks like you need to create a cumulative total DAX measure. Here's a sample .pbix file.

  • JLCote828's avatar
    JLCote828
    Frequent Visitor
    2 years ago

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

  • JLCote828's avatar
    JLCote828
    Frequent Visitor
    2 years ago

    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
      2 years ago

      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.

      • JLCote828's avatar
        JLCote828
        Frequent Visitor
        2 years ago

        Thanks for this!  I think it works & gives me what I need.  I can't confirm as it has identified an issue in my source data.  Once I get that corrected, I believe this will give me exactly what I'm looking for.  SO much appreciated, thank you!!!

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Hi Fthrs_Analytics ,thanks for the quick reply.

      Hi JLCote828 ,

      I don't quite understand your question. Is ' FY25 current month' April? Are you trying to calculate the total from January 2024 to April 2025? Is it possible to provide simple data and show the expected results as a picture.

      • JLCote828's avatar
        JLCote828
        Frequent Visitor
        2 years ago

        Hello - 

         

        Here's a shot of what I'm trying to get to:

        I want to be able to compare "apples to apples" so, in this instance, since I have Feb-Apr FY25, I want to compare it to Feb-Apr FY24, when I get May data, I'll want to compare Feb-May, etc.

        The formula as written works perfectly for the FY25 data, but is pulling all of FY24 data rather than just Feb-Apr.

        Does that help?