Month & YTD KPI % with Month Slicer selection

[VK_nz]

Hi all,

I am calculating KPI % with part/total sum and the % is returning correct for slicer month selection, also I can do multiple month slection to make it YTD.

I am trying to avoide doing multiple month selection to get YTD, was trying 

YTD% = (([apointmnt_VCare_Count_KPI]/[apointmnt_VCare_Count_KPI]),DATESYTD('Calendar'[Date].[Date],"06-30")) so the card will display YTD % as per the month selected in the slicer but it comes back with below error:

 

[VK_nz]

@Ashish_Mathur  Thank you, so I had to approach it differently.. I would like to connect to discuss consulting for future BI solution - best way to contact you please?

[Ashish_Mathur]

Hi,

You may send me a private message.  I will share my contact details with you there.

[VK_nz]

I figured out the issue, as I only have year and month in Fact tbl so I created calculated 'Date' column with each month having 1st of the month date (01/01/2023, 01/02/2023 and so on)

Date = DATE('ContactLog'[SERVICE_ACTIVITY_YEAR],'ContactLog'[SERVICE_ACTIVITY_MONTH],1)

to join with Calender table 'Date'. 

Any pointer on how do I change the FactTbl date to full month date (30 or 31 day)?

[Ashish_Mathur]

Since you have only Month and year, generating the first date of the month should be just fine.

[VK_nz]

Thanks @Ashish_Mathur 

I have one measure which is doing the sum to count total occurance and other Measure to count sub-set of the occurance based on filter condition.

I wanted to get the % e.g out of 100 car how many were black car, which is working fine by simple measure i created black car/total car. 

I have separate filters for fiscal year and fiscal month.. what I want is to get the YTD % when I select a month e.g my FiscalYear start at July so if I select December in my month filter then it should show me the YTD (July to Dec) %.

I tried your solution, while its not thrwoing any error - it simply says 'Blank' as value so something is not working.. I did try changing month selections, in the measure tried '06/30', '30-6' etc. without success.

[v-xinruzhu-msft]

Hi,

Thanks for the solution Ashish_Mathur  offered, and i want to offer some more inforamtion for user to refer to.

hello @VK_nz , after testing, the code can work well in my sample.

can you provide the code or the picture of the problem you have faced?

Best Regards!

Yolo Zhu

[Ashish_Mathur]

Share some data and show the expected result.  Share data in a format that can be pasted in an MS Excel file.

[Ashish_Mathur]

I do not know what you want,  Just select a single Year and Month in the slicer.  Try this measure.

Measure = divide([apointmnt_VCare_Count_KPI],calculate([apointmnt_VCare_Count_KPI],datesytd(calendar[date],"30/6")))

Hope this helps.

[VK_nz]

@Ashish_Mathur,@v-xinruzhu-msft   below table for data reference, I am countig the Virtualcontact% out of the total contact made.

FinYear	FinMonth	CustContactMode	TotalContactMade
2023/24	6	Other	1
2024/25	7	Other	1
2023/24	11	Other	1
2023/24	12	Virtual	1
2023/24	3	Other	1
2023/24	12	Other	1
2023/24	12	Other	1
2023/24	10	Other	1
2023/24	12	Other	1
2023/24	9	Other	1
2024/25	9	Other	1
2024/25	9	Other	1
2024/25	10	Virtual	1
2024/25	10	Virtual	1
2024/25	10	Virtual	1
2023/24	1	Virtual	1
2024/25	9	Virtual	1
2023/24	12	Virtual	1
2023/24	11	Virtual	1
2023/24	11	Virtual	1
Total			20

[Ashish_Mathur · Accepted solution]

PBI file attached.

Hope this helps.