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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.

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!!!