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Paddhof1984's avatar
Paddhof1984
Icon for Helper III rankHelper III
9 years ago

YTD

Hello,   I am curious whether there is anyone who can help me out with following situation:   I do have 3 tables, each of them contains the total turnover from a specific year:   2015 (whole ye...
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Daniil's avatar
Daniil
Icon for Kudo Kingpin rankKudo Kingpin
9 years ago

Thanks Paddhof1984. I would try something like this:

2015 YTD =
CALCULATE (
    SUM ( RE2015[QTY] ),
    INTERSECT ( VALUES ( RE2015[Month] ), VALUES ( RE2017act[Month] ) )
)

Does this help?

Paddhof1984's avatar
Paddhof1984
Icon for Helper III rankHelper III
9 years ago

Daniil

 

Thanks for your quick reply. No, somehow the measure shows empty on the chart:

 

  • Daniil's avatar
    Daniil
    Icon for Kudo Kingpin rankKudo Kingpin
    9 years ago

    Paddhof1984
    Made a typo, sorry. This should work:

    2015 YTD =
CALCULATE (
    SUM ( RE2015[QTY] ),
    INTERSECT ( VALUES ( RE2015[Month] ), VALUES ( RE2017act[Month] ) )
)
    • Paddhof1984's avatar
      Paddhof1984
      Icon for Helper III rankHelper III
      9 years ago

      Daniil Thanks for your support. One more thing:

       

      Is there any possibility to add a measure which cumulates the monthly turnover for the ytd measure?

      So I can compare ytd turnover for 2016 to the current to 2017?

      • Daniil's avatar
        Daniil
        Icon for Kudo Kingpin rankKudo Kingpin
        9 years ago

        For this, I would append all three RE tables into one and have a proper date type column and a calendar table -- then the easiest way to create such a measure would be using Quick Measures.

    • Paddhof1984's avatar
      Paddhof1984
      Icon for Helper III rankHelper III
      9 years ago

      Daniil

       

      I have another point regarding the intersection of values: the Intersection of old years compared to the new year works perfect.

       

      Now I do have following measure:

       

      TO2017 cumul. = TOTALYTD(SUM(RE2017act[2017])|'Calendar'[Date])

       

      How can I intersect this one, so that only months are shown, where turnover is generated? In this case, it still shows values for the rest of the year and for months, which still are to come but where no turnover has been created until yet.