WTD, YTD for different measures

[JJL1990]

Hi,

I am trying to create columns for YTD, WTD and transactions that happened yesterday for mulitple different measures in one matrix. How can I do this?

[v-diye-msft · Accepted solution]

Hi @JJL1990 ,

Based on my research, we can’t put the measure as column in Metrix. If you’d like to calculate YTD and WTD for measures, you could use table rather than Metrix. Also the transaction happened yesterday will be recorded in measure as well using table.

Below steps and attached pbix are for your reference: https://wicren-my.sharepoint.com/:u:/g/personal/dinaye_wicren_onmicrosoft_com/ETiPpoUalpxPhb0fnmsubJ...

1. I’ve created a table with original data: Date and Volume. And 3 measures :

Leadsoffered = MAX(Table1[Volume])*1
LeadsReferred = IF(MAX([Volume])=BLANK(),BLANK(),MAX([Volume])+2)
Referralrate = LeadsReferred/ Leadsoffered

2. Create a new calendar table with dates from 2018/12/1- 2019/6/30, and manage the relationship between them, aims to use time intelligence function:

3. Created 2 new columns to show week number:

wn = WEEKNUM([Date1],1)
    yr = YEAR([Date1])

4. You can use the codes following to generate YTD for volume and YTD for Leadoffered(LO YTD):

YTD volume = TOTALYTD(SUM(Table1[Volume]),Table1[Date])

       LO YTD = IF(SUM(Table1[Volume])=BLANK(),BLANK(),CALCULATE(SUMX('Table1',[Leadsoffered]),FILTER(ALL('Table'),'Table'[Date]<=MAX('Table'[Date])),VALUES('Table1'[yr])))



       WTD volume = CALCULATE(SUM(Table1[Volume]),FILTER(ALL('Table'),'Table'[Date]<=MAX('Table'[Date])),VALUES(Table1[wn]))

      LO WTD= IF(SUM(Table1[Volume]) = BLANK(),BLANK(),CALCULATE(SUMX(Table1,[Leadsoffered]),FILTER(ALL('Table'),'Table'[Date]<=MAX('Table'[Date])),VALUES(Table1[wn])))

LF YTD, RR YTD….by that analogy

Best regards,

Dina Ye