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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

TotalYTD function as a graph for different years

Hello guys,

 

I want to build a measure to show the revenues per month for each year. I have done that, but they should be summarized each month.

 

I have two examples for that, how it should look like. So all I need is a TotalYTD function for the year 2018 and 2017 I guess.

 

 

 

 

Thanks in advance!

 

Greetings,

Christopher

  • hi, Anonymous

    After my research, you could try this way:

    Step1:

    Add a year and month column for date column

    Step2:

    Use this formula to create a TotalYTD Measure

    Measure = CALCULATE(SUM(Table1[Qty]),FILTER(ALL(Table1[Month]),Table1[Month]<=MAX(Table1[Month])))

    Step3:

    Drag month field into X-Axis and Year field into Legend

    Result:

     

    here is pbix file, please try it.

     

    Best Regards,

    Lin

     

     

     

10 Replies

  • v-lili6-msft's avatar
    v-lili6-msft
    Community Support

    hi, Anonymous

    After my research, you could try this way:

    Step1:

    Add a year and month column for date column

    Step2:

    Use this formula to create a TotalYTD Measure

    Measure = CALCULATE(SUM(Table1[Qty]),FILTER(ALL(Table1[Month]),Table1[Month]<=MAX(Table1[Month])))

    Step3:

    Drag month field into X-Axis and Year field into Legend

    Result:

     

    here is pbix file, please try it.

     

    Best Regards,

    Lin

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      That works perfectly, thank you very much!!

    • Anonymous's avatar
      Anonymous
      Not applicable

      v-lili6-msft

       

      Is there an option to cut the graph in 2019 for the months in the future?

       

      So when we have February 2019, the graph should only show the two months, actually it goes to linear line over the future months.

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable

  • Anonymous's avatar
    Anonymous
    Not applicable

    The first one is how it is actually, the screenshot below is how it should be (revenues are summarized). And there  will compare the different years.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi jvangrunderbeec,

       

      thanks for your fast reply, but when I will do that, I have the problem that I only see the year 2019 with the TotalYTD function. When I choose only the revenue as the graph instead of the TotalYTD function, I will have the same like in the first screenshot.

      • jvangrunderbeec's avatar
        jvangrunderbeec
        Helper I

        Anonymous

         

         

        Are you sure then that the number is correct? isn't is counting all your date? So it says 2019 but it is for all the yaers