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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])
        )
Kedar_Pande's avatar
Kedar_Pande
Icon for Super User rankSuper User
1 year ago

Lewdis_ 

Create measures for: CY Running Total, PY Running Total, Budget, Forecast.

Select a Line Chart and add your Date field to the Axis.
Add CY Running Total and PY Running Total to the Values.

 

In the Analytics pane, add Constant Lines for both Budget and Forecast.

 

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