Forum Discussion
Helper VPOWERBI - YTD
Good day guys!
I want to create a YTD report wherein it can accumulates the given target and actual counts, here's my sample with tables and output i want to achieve. Thanks in advance.
TARGET TAB;E AND TRANSACTION TABLEOUTPUT BASE ON GIVEN TABLES
3 Replies
- amitchandak
Super User
RanHo , You can create a date from month and Year and then you can use
with help from a date table
example
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
or have separate year and month (mm) in a table joined to this table on YYYYMM
YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Month] <= Max('Date'[Month]) ))
Check if needed, Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-Convert-to/ba-p/1476400
- RanHo
Thanks Sir, I'll try it.
- RanHo
amitchandak Sir can you clearly elaborate or can you provide a sample data or pbix? I'm a little bit confused. Thanks
