YTD Slicer

[jostnachs]

Hi All, I have a requirement where i have to have YTD slicer. i.e. if i select June 2025, the table should populate values from Jan-25 till June-25 , if I select feb-24, the table should populate values from Jan-24 till feb-24. 

After researching, i ama able to acheive this by creating a duplicte dte table and having a passive relationship and using measure. But i have an issue when  I try to use it with other fields in a table. the table just breaks. the moment i add premium and commission in the table

VAR SelectedDate = MAX('Month Accounting'[MonthEndDate])  

VAR SelectedYear = YEAR(SelectedDate)  

VAR SelectedMonth = MONTH(SelectedDate)

VAR FirstDateOfYear = DATE(SelectedYear, 1, 1)  

VAR Result =

    CALCULATE(

        [Current Company Revenue],  

        REMOVEFILTERS('Month Accounting'),  

        'Month Accounting'[MonthEndDate] >= FirstDateOfYear,  

        'Month Accounting'[MonthEndDate] <= SelectedDate,  

        USERELATIONSHIP('Date'[MonthEndDate], 'Month Accounting'[MonthEndDate])  

    )

RETURN Result

[Ashish_Mathur]

Hi,

I have solved a similar problem in the attached file.

Hope this helps.

[jostnachs]

Thank you for sharing this...

I tried this too changing my relationship from Month accounting to the fact table. but the behaviour is same the table breaks saying query exceeding resources the moment i use the measure in the table along with other.

Commission_UpToSelectedDate1 =

VAR SelectedDate = MAX('Month Accounting'[MonthEndDate])  

VAR SelectedYear = YEAR(SelectedDate)  

VAR SelectedMonth = MONTH(SelectedDate)

VAR FirstDateOfYear = DATE(SelectedYear, 1, 1)  

VAR Result =

    CALCULATE(

        [Current Company Revenue],  

        REMOVEFILTERS('Month Accounting'),  

        'Month Accounting'[MonthEndDate] >= FirstDateOfYear,  

        'Month Accounting'[MonthEndDate] <= SelectedDate,  

        USERELATIONSHIP('Date'[MonthEndDate], _Production[D_AccountingMonth])  

    )

RETURN Result

[v-echaithra]

Hi @jostnachs ,

Thank you for the update. 

The issue occurs when a visual has attempted to query too much data for the server to complete the result with the available resources.

As suggested in the error, you may need to try filtering the visual to reduce the amount of data in the result currently. there is limit. Apply data-point limits and strategies by visual type 

And you can follow the tips to optimize your report：

1.Do not expose in a view a column that is not necessary in the Power BI data model.

2.Optimize the DAX calculation used in this visual to use less memory and return faster or change what the visual displays.

3.Remove unnecessary precision or split granularity values to reduce cardinality(Significantly reduce highly unique datetime values by splitting the date and time into separate columns. )

Reference: Chris Webb's BI Blog: The “Visual Has Exceeded The Available Resources” Error In Power BI

If this helped, please mark it as the solution so others can benefit too. And if you found it useful, kudos are always appreciated.

Thanks,
Chaithra E.