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Hi - I have a month slicer and a line graph. When I select Feb, the line graph changes from line to a dot and displays Feb YTD. I want the line to display Jan YTD and Feb YTD with a line instead of the dot for the selected month. If no month is selected, I want the line to show all YTD month values upto available month.
Here are my tables:
Calendar Table
Actuals Table
Date joins to calendar table
Actuals YTD Measure
Solved! Go to Solution.
Hi @miii ,
1. Create a date table.
date = CALENDARAUTO()
2. Create a measure as below.
Measure =
VAR _date =
MAX ( 'date'[Date] )
RETURN
CALCULATE ( SUM ( Table1[values] ), FILTER ( Table1, 'Table1'[date] <= _date ) )
Please find the pbix as attached.
Regards,
Frank
Hi,
See if my article here helps - Flex a Pivot Table to show data for x months ended a certain user defined month.
Hi @miii ,
1. Create a date table.
date = CALENDARAUTO()
2. Create a measure as below.
Measure =
VAR _date =
MAX ( 'date'[Date] )
RETURN
CALCULATE ( SUM ( Table1[values] ), FILTER ( Table1, 'Table1'[date] <= _date ) )
Please find the pbix as attached.
Regards,
Frank
Thank you all, your tips really helped. I already had a Calender table just didn't know how to write the syntax will all the variables.
This is what I used and it worked.
Actual YTD:=
var maxyear = MAX('Calendar'[Relative Year Index])
var _month = MAX(Scenario[SCENARIO_NUM])
return
CALCULATE(
[Actual],
filter(
'Calendar',
and(
'Calendar'[Relative Year Index] = maxyear ,
'Calendar'[Month] <= _month
)
)
),
DATESYTD('Calendar'[Date])
)Monthly Actual Line:=
var _month = MAX('Scenario'[SCENARIO_NUM])
RETURN
if(
VALUES('Calendar'[Month]) <= _month,
CALCULATE(
[Monthly Actual],
filter('Actuals','Actuals'[ACCOUNTING_DT]),
DATESYTD('Calendar'[Date])
),
Blank()
)
I have tried going through the topic and formula but it didn't help my situation.
Any other clues would be greatly appreciated.
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