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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...
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  • 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.

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?