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Stroopwafels
Regular Visitor

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 please help me with this?

 

Cheers, 

 

 

1 ACCEPTED SOLUTION
Rfranca
Resolver IV
Resolver IV

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

View solution in original post

1 REPLY 1
Rfranca
Resolver IV
Resolver IV

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

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