Forum Discussion

RodrigoTXRA's avatar
RodrigoTXRA
Helper I
8 years ago
Solved

YTD performance

Hi All I'm trying to replicate a calculation I have in excel into Power BI. Long story short, I have a table which display what the performance is for each month (see screen shots) and a second...
  • parry2k's avatar
    parry2k
    8 years ago

    RodrigoTXRAHere is something I put together to give you an idea, logically you should have a FIscal Date DImension in model for time intelligence and this kind of calculation, but I guess this will get you started.

     

    Cheers!!!

    P

parry2k's avatar
parry2k
Super User
8 years ago

RodrigoTXRAwill look at this later today and get back to you.

parry2k's avatar
parry2k
Super User
8 years ago

Is your YTD definition is Jan - Dec or different?

  • RodrigoTXRA's avatar
    RodrigoTXRA
    Helper I
    8 years ago

    Hi parry2k, our Financial Year goes from July to June the following year.

    i.e. From 01st July 2017 to 30th June 2018

    • parry2k's avatar
      parry2k
      Super User
      8 years ago

      RodrigoTXRAHere is something I put together to give you an idea, logically you should have a FIscal Date DImension in model for time intelligence and this kind of calculation, but I guess this will get you started.

       

      Cheers!!!

      P

      • RodrigoTXRA's avatar
        RodrigoTXRA
        Helper I
        8 years ago

        parry2k unbelievable, fantastic solution. It indeed worked for me. I required to make some changes as my Month column was displaying the date type as text for the month description, so i just went back to the original settings and it worked well.