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akj2784
Post Partisan
Post Partisan

ITD Metric in Power BI

Hi All,

 

I have data like below.

 

Type Year Revenue

A      2016    100

A      2017    200

 

I want to create a report for year = 2017 as below 

 

Type  Revenue YTD      Revenue ITD

A         200                    300

 

How to create Revenue ITD Metric so that even if I apply filter on year=2017, it should still consider 2016 records and show it in ITD metric. Running SUM will not help here.

 

Regards,

Akash

2 ACCEPTED SOLUTIONS
Stachu
Community Champion
Community Champion

I assume the ITD is about all years before the one that is selected

Revenue ITD:=
VAR SelectedYear = MAX(Table1[Year])
RETURN
CALCULATE(SUM(Table1[Revenue]),Table1[Year]<=SelectedYear)


Did I answer your question? Mark my post as a solution!
Thank you for the kudos 🙂

View solution in original post

Thejeswar
Super User
Super User

HI @akj2784,

Use the below DAX statement

 

Revenue ITD = CALCULATE(SUM(Table3[Revenue YTD]), FILTER(ALL(Table3[Year]), Table3[Year] <= SELECTEDVALUE(Table3[Year])))

Screenshot below for your reference, The Filter applied is Year = 2018

 

screenshot.PNG

 

 

Regards,

Thejeswar

View solution in original post

2 REPLIES 2
Thejeswar
Super User
Super User

HI @akj2784,

Use the below DAX statement

 

Revenue ITD = CALCULATE(SUM(Table3[Revenue YTD]), FILTER(ALL(Table3[Year]), Table3[Year] <= SELECTEDVALUE(Table3[Year])))

Screenshot below for your reference, The Filter applied is Year = 2018

 

screenshot.PNG

 

 

Regards,

Thejeswar

Stachu
Community Champion
Community Champion

I assume the ITD is about all years before the one that is selected

Revenue ITD:=
VAR SelectedYear = MAX(Table1[Year])
RETURN
CALCULATE(SUM(Table1[Revenue]),Table1[Year]<=SelectedYear)


Did I answer your question? Mark my post as a solution!
Thank you for the kudos 🙂

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