Help with creating a table

[visheshvats1]

I have a table as below:

I have written a measure to use in a table visual;

Actual YTD =

CALCULATE(SUM('General Ledger Combined Appended'[Amount USD - Dept P&L]),DATESBETWEEN('General Ledger Combined Appended'[Date],DATE(2024,1,1),DATE(2024,3,31)))

The Table visual is;

I have applied visual level filters to the date column to show only 2024.

I wish to create a new disconnected table like this my visual. which has only these three columns year(which should be 2024), months, and values(as calculated by the measure). 

Is this possible? Any help would be greatly appreciated.

Thanks

[v-jiewu-msft · Accepted solution]

Hi @visheshvats1 ,

Based on my testing, it is impossible to create a disconnected table result with another table calculated measure.

1.Create the simple table.

2.Create the new table.

Table 2 = CALENDAR(DATE(2024,1,1), DATE(2024,12,31))

3.Create the new year and month column.

Year = YEAR('Table 2'[Date])

Month = MONTH('Table 2'[Date])

4.Create the measure to calculate amount. Drag the measure into the Table.

Measure = CALCULATE(SUM('Table'[Amount usd]), ALLEXCEPT('Table', 'Table'[Year], 'Table'[Month]), FILTER('Table', YEAR('Table'[Date])= 2024))

5.Create a new values column. Drag the column into the disconnect table visual. The result is shown below.

valuescol = [Measure]

6.If create a connection between two tables, the result is shown below.

Best Regards,

Wisdom Wu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@visheshvats1 , In case you need YTD, join date of your table with date of date table and use columns from that in visual, measure and slicers

example

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.