Year to date last year vs this year totals by month

[nsadams87xx]

Hi everyone,

I'm trying to use a graph to make a year to date comparison to this year and year to date comparison to last year's medical patient volume as show here:

 

The trouble is that when I try to calculate "total pt vol Billing" by sameperiodlastyear() (to capture last year's data) and graph the Total Pt Vol Billing along side it, I get this

I'm guessing that because Total Pt Vol Billing is taking into account my entire date dimension (which starts Jan 1,2017 and goes into Sept 2018).  

If I try to calculate this year's volume and graph it with my sameperiodlastyear measure, I get this:

I want the graph in my first screenshot to just stop at my data's completed month regardless of the year (right now it's September).  Any ideas?

[v-jiascu-msft]

Hi @nsadams87xx,

What's the formula of [Total Pt Vol Billing]? Can you share a dummy sample? 

New Measure =
IF (
    MIN ( DimDate[month_name] ) <= MONTH ( TODAY () ),
    [Total Pt Vol Billing],
    BLANK ()
)

Best Regards,
Dale

[nsadams87xx]

Hi Dale,

Thanks for the suggested measure.  I actually did try that but I ran into an issue where Power BI thinks the min() month is April and it broke the visualization.  My month_name column is sorted by my month_id column in my date dimension too so I found this behavor odd.

[v-jiascu-msft]

Hi @nsadams87xx,

Can you share a dummy sample, please?

Best Regards,
Dale

[nsadams87xx]

Hi Dale,

Here's a screenshot.  The data I'm summing up is simply just 1's for every single row.

Dummy sample =
IF (
MIN ( date_dim[month_name] ) <= MONTH ( TODAY () ),
[Pt Volume - BIlling],
BLANK ()
)

"Dummy sample" measurement ended up doing this:

[v-jiascu-msft · Accepted solution]

Hi @nsadams87xx,

I guess the [month_name] likes January, February while the month(today()) is number. If so, please add a new column of numeric months for comparison. 

You can click "See details" to see something like the snapshot.

Best Regards,
Dale

[nsadams87xx]

The formula is just SUM(*column*).  That column is just a counting column basically.  Every row has a 1 in it which is a way to say that was a medical encounter at one of our facilities.