Forum Discussion
How to plot YTD months on a bar chart
- 8 years ago
Hi amitchandra,
My apporach in this situation would be to create a disconnected table (one that doesn't have any relationships with other tables) and use a helper column.
I would create calculated column in Date table called Rolling Months.
Rolling Months = VAR MAX_DATE_ = CALCULATE ( MAX ( 'Date'[Date] ), ALL ( 'Date' ) ) //calculates the max date of the table, will not be affected by on-page slicers and cross filters RETURN DATEDIFF ( 'Date'[Date], MAX_DATE_, MONTH ) //calculates the difference in months from max date, the latest month will return zeroI would create a calculated table based of my existing Date table.
Month Table = ALL ( 'Date'[Month], 'Date'[Rolling Months] )
Then I would create a measure that gets filtered based on the selection from the disconnected table and use this measure in the visuals.
MeasureYTD = CALCULATE ( SUM ( 'Fact'[Measure] ), FILTER ( 'Date', 'Date'[Rolling Months] >= [Rolling Month Selected] ) )These would result to something like this:
For the PBIX, refer to this link https://drive.google.com/file/d/1TBd7w3_bcV4E0oydgrB_ZANL60srZUBg/view?usp=sharing
Hi amitchandra,
My apporach in this situation would be to create a disconnected table (one that doesn't have any relationships with other tables) and use a helper column.
I would create calculated column in Date table called Rolling Months.
Rolling Months =
VAR MAX_DATE_ =
CALCULATE ( MAX ( 'Date'[Date] ), ALL ( 'Date' ) ) //calculates the max date of the table, will not be affected by on-page slicers and cross filters
RETURN
DATEDIFF ( 'Date'[Date], MAX_DATE_, MONTH )
//calculates the difference in months from max date, the latest month will return zeroI would create a calculated table based of my existing Date table.
Month Table = ALL ( 'Date'[Month], 'Date'[Rolling Months] )
Then I would create a measure that gets filtered based on the selection from the disconnected table and use this measure in the visuals.
MeasureYTD =
CALCULATE (
SUM ( 'Fact'[Measure] ),
FILTER ( 'Date', 'Date'[Rolling Months] >= [Rolling Month Selected] )
)These would result to something like this:
For the PBIX, refer to this link https://drive.google.com/file/d/1TBd7w3_bcV4E0oydgrB_ZANL60srZUBg/view?usp=sharing
Thanks Dan, I will get to this a little later than expected. Keep you posted on how I go. Thanks much :)