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hbolo's avatar
hbolo
Regular Visitor
7 years ago
Solved

YoY YTD Revenue Trends -- Should not Include Entire Month

I am analyzing Year-over-Year, Year-to-Date revenue trends and I'm having some troubles coming up with the right formula for the Prior Year Amounts. For example, it's now January 2, so I want to comp...
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  • AlB's avatar
    AlB
    7 years ago

    hbolo

     

    If you place the dates (up to the day level) in the rows of the matrix, just like you had in your pbix, it should work. The measures will return the YTD up to the day in the current row.

AlB's avatar
AlB
Icon for Community Champion rankCommunity Champion
7 years ago

hbolo

 

The measures will take the latest date in filter context as base. If filter context is absent, they will take the latest date in the Date table. You can set them in a Card with a slicer to determine what date you want in the filter context.

hbolo's avatar
hbolo
Regular Visitor
7 years ago

AlB

 

Thanks! Any tips to do this slicer in an automated fashion?

  • AlB's avatar
    AlB
    Icon for Community Champion rankCommunity Champion
    7 years ago

    hbolo

    What do you mean exactly?

    • hbolo's avatar
      hbolo
      Regular Visitor
      7 years ago

      AlB

       

      Effectively make the slicer automatically update based on today's date. For example, as time progresses the slicer forward like the TODAY() function would. For a YoY comparison it'd be extremely helpful if there was some way to do TODAY() - 1 year.

       

      Does that make sense?