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Lewdis_'s avatar
Lewdis_
Frequent Visitor
1 year ago
Solved

Running total and reference line

I am trying to build a running total for CY and PY for the month like the graph below. I would also like budget and forecast to be reference lines on the top.     
Need Help
  • Lewdis_'s avatar
    Lewdis_
    1 year ago

    solved it with your help and added a filter for current year. Then the following measures

     

    Full year budget (one number) =
    CALCULATE(
        [Total Budget],
        DATESINPERIOD(DimDate[Date],DATE(2024,1,01),1,YEAR)
    )
     
     
    Running YTD last year =
    CALCULATE(
        [Running YTD],
        SAMEPERIODLASTYEAR(DimDate[Date])
    )
     
     
    Running YTD =
    CALCULATE(
        [Total sales],
        DATESYTD(DimDate[Date])
        )
gaurav-lakhotia's avatar
gaurav-lakhotia
Helper I
1 year ago

Hi Lewdis_,

 

Could you provide more information on the challenge you're facing?

 

You can simply use a line chart.

 

If this helped, a Kudos 👍 or Solution mark would be great! 🎉

  • Lewdis_'s avatar
    Lewdis_
    Frequent Visitor
    1 year ago

    I have started with a line chart showing CY, PY and Budget sales per month. But I dont know how to change them to be running.

     

    Second is that i want the budget to be a total reference line on the top instead.