Forum Discussion
YTD In the matrix
my current one:
my expectation:
I have already made a Matrix,and display the montly plan & act,but I have once seen the visualization can insert a "YTD" before the first 1 month, does any one know how it made ?
my visualization is just put the month (in date table) in the Columns and put the plan & act in the values. and how can I put the "YTD" in the month columns?
Hi yanzhao_LBS
You need to create a table with all months + YTD to use with the matrix :Then you can create a relationship with your table ( in this case many to many it's ok)
Now you can sort the new table by the order with 0 as YTD and months chronological order :
From here just use this table as a basis for the matrix column
The pbix with the Example is attached
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
2 Replies
Hi yanzhao_LBS
You need to create a table with all months + YTD to use with the matrix :Then you can create a relationship with your table ( in this case many to many it's ok)
Now you can sort the new table by the order with 0 as YTD and months chronological order :
From here just use this table as a basis for the matrix column
The pbix with the Example is attached
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Ritaf1983 Thanks Rita，good & very detailed help ,also I add some logic for the YTD calculation for the plan make it calculate for Jan to current month.
