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Anonymous's avatar
Anonymous
Not applicable
2 years ago

Need Help with YTD Function

I am trying to plot a line chart using monthly revenue on Y-axis and Month on X-axis. 
I created a measure for the monthly revenue 

MonthlyRevenue =
TOTALMTD(
    [Revenue],
    'Order Date'[Date]
)

Now the issue is i want the the line chart to end at the current month which is septemeber and show the previous 11 months. How can i acheive this?

Need Help

2 Replies

  • parry2k's avatar
    parry2k
    Super User
    2 years ago

    Anonymous 

    As a best practice, add a date dimension in your model and use it for time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools. Check the related videos on my YT channel

     

    Add Date Dimension
    Importance of Date Dimension
    Time Intelligence Playlist

     

    After adding a date table, add this measure:

     

    Last 12 Month from Today = 
VAR __Today = EOMONTH ( TODAY (), 0 )
RETURN
CALCULATE ( 
   [Revenue],
   KEEPFILTERS ( DATESINPERIOD ( 'Date Table'[Date], __Today, -12, MONTH ) ) 
)

     

    Use above measure on y-axis and month/year columns from date table.

     

     

  • Pizamka0's avatar
    Pizamka0
    Frequent Visitor
    2 years ago

    You can apply a date range filter from your dim table to this particular visual