Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
PowerBuddy1
Frequent Visitor

Time Intelligence Visual

Hi,

 

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

 

Capture.JPG

 

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!

6 REPLIES 6
parry2k
Super User
Super User

@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 YouTube.gif 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
Super User
Super User

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

danextian_0-1651461531399.png

 





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.

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! 

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.

Thank you so much!

jsaunders_zero9
Responsive Resident
Responsive Resident

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?

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.