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Anonymous
Not applicable

YTD over multiple years

What I would like to display is a matrix by month. I would then have a filter for year. Both the month and year dimensions would come from my calendar table.

 

So in the matrix for January, I would want the amount that shows up to be the sum of all the January amounts for the years I have selected in the year filter.

 

Then for February, I would want to do the same as described above, but also add the amounts for January to it, hence the YTD piece.

 

Then March would include both January and February as well, but for all years I have selected in my filter.

3 REPLIES 3
Anonymous
Not applicable

Do you have a dedicated Date table?

Anonymous
Not applicable

@Anonymous 

 

Yes I do. That is where the month and year dimensions referenced would be coming from.

Anonymous
Not applicable

try this measure:

 

Total Sales = SUM( 'Fact Sale'[Total Sales])

Running Total Sales = 
    CALCULATE( 
        [Total Sales], 
            FILTER( 
                ALL( DimCalendar), 
                    MAX( DimCalendar[Month]) >=DimCalendar[Month]
            )
        ,VALUES( DimCalendar[Year])
    )

This assumes you have a Month Number column in your date table, as well as a Year column. 

YTD by Month and filters on years.png

 

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