Forum Discussion
Use Dax to replicate Legend
Hi all,
I'm trying to recreate the following chart:
It is a running total, but in this case, I'm using a single measure but adding the year column as a legend. For a new report, I'm working on I need to recreate it using Dax; one measure for 2020 and the other 2019. Whenever I try it to create using the same measure just adding an additional filter the result is the following.
The flat line is 2019 and instead of showing a running total shows just total for the year. I'm using the following Dax.
Running_total_2019 = CALCULATE(
[Total_2019],
FILTER( ALLSELECTED( 'Calendar'),
'Calendar'[Date] <= 'Calendar'[Date]
)
)
Total_2019 is a sum of a calculates table to filter sales for the year and a sales stage. I've tried modifying it to use DATESYTD and TOTALYTD but didn't work.
Thanks for the help.
@marsa , You can use calendar intelligence and shooting time
///// Time Intelligence YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31")) Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31")) This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31")) Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31")) Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31")) Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year)) //Only year vs Year, not a level below ///// Without using Time Intelligence This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year]))) Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1)) Year Rank = RANKX(all('Date'),'Date'[Year Start date],,ASC,Dense) This Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]))) Last Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1)) Day of Year =datediff([Year Start date] , [Date],Day) +1 YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year] <= Max('Date'[Day of Year]) )) LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year] <= Max('Date'[Day of Year])))Calendar -https://youtu.be/Qt0TM-4H09U
Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38aPower BI — WTD
https://medium.com/@amitchandak.1978/power-bi-wtd-questions-time-intelligence-4-5-98c30fab69d3
https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-Last-Week/ba-p/1051123To get the best out of the time intelligence function. Make sure that you have a date calendar and that it has been marked as the date in the model view. Also, join her with the date column of your events. Recommended:
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my Time Intelligence webinar can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
We appreciate your congratulations.
2 Replies
- Greg_Deckler
Community Champion
Anonymous - So typically the way you handle previous year in a time "intelligence" situation is by using something like PREVIOUSYEAR. So get your 2020 calculation correct and then wrap it in a CALCULATE( ..., PREVIOUSYEAR(...))
But, always tricky working with time intelligence, sample data would be great as well as your current measure formulas (like Total_2019).
Otherwise, these might assist:
You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000
Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.
https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008 - amitchandak
Super User
@marsa , You can use calendar intelligence and shooting time
///// Time Intelligence YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31")) Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31")) This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31")) Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31")) Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31")) Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year)) //Only year vs Year, not a level below ///// Without using Time Intelligence This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year]))) Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1)) Year Rank = RANKX(all('Date'),'Date'[Year Start date],,ASC,Dense) This Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]))) Last Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1)) Day of Year =datediff([Year Start date] , [Date],Day) +1 YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year] <= Max('Date'[Day of Year]) )) LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year] <= Max('Date'[Day of Year])))Calendar -https://youtu.be/Qt0TM-4H09U
Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38aPower BI — WTD
https://medium.com/@amitchandak.1978/power-bi-wtd-questions-time-intelligence-4-5-98c30fab69d3
https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-Last-Week/ba-p/1051123To get the best out of the time intelligence function. Make sure that you have a date calendar and that it has been marked as the date in the model view. Also, join her with the date column of your events. Recommended:
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my Time Intelligence webinar can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
We appreciate your congratulations.
