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Stroopwafels's avatar
Stroopwafels
Regular Visitor
8 years ago
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How to create a YTD filter

Hello everyone,    I'm new to Power BI and I need your help with creating a formula for a YTD revenue and to implement this in a filter with a simple "YES YTD" and "NO YTD".    Could anyone pleas...
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  • Rfranca's avatar
    Rfranca
    8 years ago

    Hi, Stroopwafels

     

    See if this is what you need ....

    1. Values with YTD calculation
    2. Clacular value without YTD.
    3. Browse through this information filter ...

     

    if that's what you need
    1. Create a measure with YTD .... [YES_YTD]
    2. Create a measurement without YTD .... [NO_YTD]
    3. Create an auxiliary table to serve as filters with 'Yes YTD' and 'No YTD' options.

    4. Create a media that identifies what you selected

     

    Item_Selected = min (TABLEOPCAO [NameOpcao])

    5. Create a media to show the selected YTD measurement.

    YTD_Selected = IF (
      HASONEVALUE (TABLEOPCAO [NameOpcao]),
           IF ([Item_Selected] = "Yes YTD", [YES_YTD], [NO_YTD]), 0
)


    Please try and test using it. And please mark the right answer as answer if your issue has been resolved, otherwise, please feel free to ask if you have any other issue.
     
    Best Regards,
    Rfranca

Rfranca's avatar
Rfranca
Resolver IV
8 years ago

Hi, Stroopwafels

 

See if this is what you need ....

1. Values with YTD calculation
2. Clacular value without YTD.
3. Browse through this information filter ...

 

if that's what you need
1. Create a measure with YTD .... [YES_YTD]
2. Create a measurement without YTD .... [NO_YTD]
3. Create an auxiliary table to serve as filters with 'Yes YTD' and 'No YTD' options.

4. Create a media that identifies what you selected

 

Item_Selected = min (TABLEOPCAO [NameOpcao])

5. Create a media to show the selected YTD measurement.

YTD_Selected = IF (
      HASONEVALUE (TABLEOPCAO [NameOpcao]),
           IF ([Item_Selected] = "Yes YTD", [YES_YTD], [NO_YTD]), 0
)


Please try and test using it. And please mark the right answer as answer if your issue has been resolved, otherwise, please feel free to ask if you have any other issue.
 
Best Regards,
Rfranca