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Hi, I am doing a simple formula in excel where i wanna calculate order qty and target (both YTD) to put in a column and line chart. When I'm transforming it into PBI, I made 2 quick measure using TOTALYTD to calculate the tgt accum and order accum but when I create a measure to calculate the order or target YTD, i can't seem to figure it out how to call the max value like i did in my excel. I put 2 slicer in my report so i need to show the data according to the selected value. This following syntax doesnt work. Please advise me. Thank you in advance
This is my dummy data
| Target' | Tgt Accum | order | Order Accum | order ytd | tgt ytd |
| 200 | 200 | 195 | 195 | 8.13% | 8.33% |
| 200 | 400 | 161 | 356 | 14.83% | 16.67% |
| 200 | 600 | 130 | 486 | 20.25% | 25.00% |
| 200 | 800 | 132 | 618 | 25.75% | 33.33% |
| 200 | 1,000 | 187 | 805 | 33.54% | 41.67% |
| 200 | 1,200 | 168 | 973 | 40.54% | 50.00% |
| 200 | 1,400 | 166 | 1,139 | 47.46% | 58.33% |
| 200 | 1,600 | 167 | 1,306 | 54.42% | 66.67% |
| 200 | 1,800 | 163 | 1,469 | 61.21% | 75.00% |
| 200 | 2,000 | 160 | 1,629 | 67.88% | 83.33% |
| 200 | 2,200 | 179 | 1,808 | 75.33% | 91.67% |
| 200 | 2,400 | 189 | 1,997 | 83.21% | 100.00% |
Hi,
I cannot understand your requirement. Without a Date column, how can you complete YTD figures? Review your data very well, repost something more meaningful and show the expected result.
hello @mrfsca
please check if this accomodate your need.
i assumed you good with accumulated value. but just incase, here are the DAX for both accumulated value.
Order Accum =
var _Type = SELECTEDVALUE('Table'[Type])
var _Group = SELECTEDVALUE('Table'[Group])
var _Index = SELECTEDVALUE('Table'[Index])
Return
SUMX(
FILTER(
ALLSELECTED('Table'),
'Table'[Type]=_Type&&
'Table'[Group]=_Group&&
'Table'[Index]<=_Index
),
'Table'[ order ]
)
TGT Accum =
var _Type = SELECTEDVALUE('Table'[Type])
var _Group = SELECTEDVALUE('Table'[Group])
var _Index = SELECTEDVALUE('Table'[Index])
Return
SUMX(
FILTER(
ALLSELECTED('Table'),
'Table'[Type]=_Type&&
'Table'[Group]=_Group&&
'Table'[Index]<=_Index
),
'Table'[Target']
)
Here is the DAX for percent Order YTD.
Order YTD =
DIVIDE(
[Order Accum],
MAXX(
ALLSELECTED('Table'),
[Order Accum]
)
)
TGT YTD =
DIVIDE(
[TGT Accum],
MAXX(
ALLSELECTED('Table'),
[TGT Accum]
)
)
also, dont mind the index column, i used it for ordering but i assumed you have another column for indexing since you have done the accumulated value calculation.
Hope this will help.
Thank you.
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