Time Intelligence Visual

PowerBuddy1 · ‎05-01-2022

Hi,

I am trying to display YTD LY, MTD, and Current Year YTD in the same visual (client requirement). Something like below:

Measures:

YTD_Yield=

if([Total_Yield] =BLANK(), BLANK(), CALCULATE(TOTALYTD([Total_Yield],'Calendar'[Date])))

LY YTD =

CALCULATE([YTD_Yield], SAMEPERIODLASTYEAR('Calendar'[Date]))

MTD Yield = CALCULATE(TOTALMTD([Total_Yield],'Calendar'[Date])))

All the values are in %.

Any advise, tips/tricks would be great!

Thanks!

parry2k · ‎05-01-2022

@PowerBuddy1 you can also check the 3 part series video on my YT channel that talks about mixed granularities:

https://youtu.be/MxDMJYhfh2c

https://youtu.be/ESnX3eMiWZg

https://youtu.be/89kbpmSbyDw

✨ Follow us on LinkedIn and to our YouTube channel

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡ Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultancy.

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

danextian · ‎05-01-2022

Hi @PowerBuddy1 ,

This is possible but very finnicky. You'll have to create another dimension table with rows for YTD and months so it can hold the said values. You can use my sample pbix to help you get started. https://drive.google.com/file/d/1bbdDlwd1xAe0F37iYWHEik7s33l1vcxc/view?usp=sharing
Below is a sample Column and Line Viz

Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!

"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

PowerBuddy1 · ‎05-05-2022

Hi @danextian This is exactly what I am looking for! But not able to access the file. It says access denied. Have requested for access. Can you pls provide? Thank you so much!

danextian · ‎05-05-2022

Hello. I've made the pbix publicly available.

Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!

"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

PowerBuddy1 · ‎05-15-2022

Thank you so much!

jsaunders_zero9 · ‎05-01-2022

It is possible to acheive but it is complicated to produce and maintain and really not recommended. When I see requests for this it is normally a carry over from an existing Excel report.

Could you talk the user/s into using the drill functionality rather than trying to include it all in the single view?