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I am playing around with the provided tutorial example, "financial", and tried to learn different functions. I didn't modify any data they provided, but only added a DateTime table and connected it with the "financial" table.
I am using TOTALYTD, TOTALQTD, TOTALMTD these three functions to see the running total throughout the period (9/2013 - 12/2014). I have watched several tutorials about how to do so and followed the idea, but I failed to get the answer.
I tried to use "Quick Measure", but seems that I didn't type anything wrong as "Quick Measure" provided an exactly answer as I did.
Profit MTD =
TOTALMTD(SUM(financials[Profit]), 'Calendar'[Date].[Date])Profit QTD =
TOTALQTD(SUM(financials[Profit]), 'Calendar'[Date].[Date])Profit YTD =
TOTALYTD(SUM(financials[Profit]), 'Calendar'[Date].[Date])
Here is the picture that I see. Clearly, there are a butch of empty cells under the measures.
I would also like to provide the DateTime table that I created and the relationship between tables.
Calendar =
ADDCOLUMNS(
CALENDAR(MIN(financials[Date]),MAX(financials[Date])),
"Year", YEAR([Date]),
"Month", MONTH([Date]),
"Day", DAY([Date]),
"Date Integar", FORMAT([Date], "YYYYMM"),
"Date Integar 2", FORMAT([Date], "YYYY-MM"),
"Month Number", FORMAT([Date], "MM"),
"Month Name", FORMAT([Date], "MMMM"),
"Month Short Name", FORMAT([Date], "MMM"),
"Day Of Week Number", WEEKDAY([Date]),
"Day of Week", FORMAT([Date], "dddd"),
"Quarter", "Q" & FORMAT([Date], "Q")
)
Hope someone can answer my question. Maybe it is easy, just I am not aware of where I make it wrong.
Thanks so much.
Solved! Go to Solution.
I think I got the answer accidentally. The reason I got empty cell are due to wrong data selection, I chose the "Month" from the fact table "financial", instead of choosing the "Month" from the dim table/calendar.
I think I got the answer accidentally. The reason I got empty cell are due to wrong data selection, I chose the "Month" from the fact table "financial", instead of choosing the "Month" from the dim table/calendar.
Not sure if this is the problem but the time intelligence functions need to have full years to work correctly. Try using CALENDARAUTO instead of CALENDAR, or use
CALENDAR( DATE( MIN(YEAR(financials[Date])), 1, 1), DATE( MAX(YEAR(financials[Date])), 12, 31)
Thanks @johnt75, I have tried both methods and looked back to the matrix, but neither shows the result.
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