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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Matrix show relevant months without filters

Hello,

 

I have a bit of a problem which I'm confused by. I have data from this year and last year. I want to show the data in a matrix where Months are in a column, also only the last year. So basically, if it's July today, show only months up to July 2020.

I have a measure that goes like this:

 

Current month this year :=

var CurrentMonth = MONTH(MAX(FactTable[Date]))
var CurrentYear = Year(MAX(FactTable[Date]))
return
CALCULATE(Sales Value],FILTER(
DimDate,
MONTH(DimDate[Date]) = CurrentMonth
&&
YEAR(DimDate[Date]) = CurrentYear
 
     )
)

This should read : Filter the DimDate table where the Maximum month is July and Max Year is 2020.
 

When I try to hard code the year, it works although it should be the same thing.

Current month this year :=

var CurrentMonth = MONTH(MAX(FactTable[Date]))
var CurrentYear = Year(MAX(FactTable[Date]))
return
CALCULATE(Sales Value],FILTER(
DimDate,
MONTH(DimDate[Date]) = CurrentMonth
&&
YEAR(DimDate[Date]) = 2020
 
     )
)

What am I missing here? Why doesn't my initial CurrentYear variable work in this context although it gives the sam result?

Thanks.




Need Help
  • V-lianl-msft's avatar
    V-lianl-msft
    6 years ago

    Hi Anonymous ,

     

    The measure changes according to the content of the current line.

    Try to calculate "MAX" like this:

    measure=
var max_year = CALCULATE(MAX('Table'[Date].[Year]),ALL('Table'))
var max_month = CALCULATE(MAX('Table'[Date].[MonthNo]),FILTER(ALL('Table'),'Table'[Date].[Year]=max_year))
return
CALCULATE([Sales Value],FILTER(
DimDate,
MONTH(DimDate[Date]) <= max_month
&&
YEAR(DimDate[Date]) = max_year
 
     )
)

     

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

5 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    6 years ago

    Anonymous , do you need YTD?

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

     

    refer: https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

     

    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 :
    https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
    https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
    https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

    See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


    Appreciate your Kudos.

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Hi, thank you for your answer but it's not what I am looking for.

      The problem is that my matrix is not filtering the year. It's showing this (2020 means that the data is from 2020, 2019 that it is from 2019):

       janfebmarchaprilmayjunejulyaugustseptemberoctobernovemberdecember
      Monthly sales202020202020202020202020202020192019201920192019

       

      and I need this:

       janfebmarchaprilmayjunejuly
      Monthly sales2020202020202020202020202020



      I can adjust this with filters but would rather have a measure.

      • V-lianl-msft's avatar
        V-lianl-msft
        Icon for Community Support rankCommunity Support
        6 years ago

        Hi Anonymous ,

         

        The measure changes according to the content of the current line.

        Try to calculate "MAX" like this:

        measure=
var max_year = CALCULATE(MAX('Table'[Date].[Year]),ALL('Table'))
var max_month = CALCULATE(MAX('Table'[Date].[MonthNo]),FILTER(ALL('Table'),'Table'[Date].[Year]=max_year))
return
CALCULATE([Sales Value],FILTER(
DimDate,
MONTH(DimDate[Date]) <= max_month
&&
YEAR(DimDate[Date]) = max_year
 
     )
)

         

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