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MAC's avatar
MAC
Frequent Visitor
9 years ago
Solved

time intelligence changing current filter text for months

How would I set up MTD and YTD calculations such that I can specify which month to use for MTD and YTD?  I am trying to set up reports, but would like to run any month at will (ie. June month and YTD...
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  • MAC's avatar
    MAC
    9 years ago

    I'd be glad to.

    Long story short (or short story long),  I'm developing my model while still incorporating and loading my data.  I had not loaded all of my November and December data for 2016, so no MTD data was displayed. USER ERROR!!!

     

    To solve:

    1)  I created a dates table with a row for every day in the time period needed.

    2) Created MTD metric: Prod_Days_MTD = TOTALMTD(SUM(Vessel_Days[Prod_Days]),'Dates'[DateKey])

    3) Created YTD metric:  Prod_Days_YTD = CALCULATE (SUM([Prod_Days]),FILTER ( ALL ('Dates'), 'Dates'[FullYear] = MAX ( 'Dates'[FullYear]) && 'Dates'[DateKey] <= MAX ( 'Dates'[DateKey])))

     

    Having a blast!!!  Now working to create meaningful visuals....  :)

     

    MAC

MAC's avatar
MAC
Frequent Visitor
9 years ago

I got it!!

  • v-caliao-msft's avatar
    v-caliao-msft
    Microsoft Employee
    9 years ago

    Hi MAC,

     

    Glad to hear that your issue got solved. Could you share us the solution for it, it will help others who have similar issue to find the solution easily.

     

    Regards,

    Charlie Liao

    • MAC's avatar
      MAC
      Frequent Visitor
      9 years ago

      I'd be glad to.

      Long story short (or short story long),  I'm developing my model while still incorporating and loading my data.  I had not loaded all of my November and December data for 2016, so no MTD data was displayed. USER ERROR!!!

       

      To solve:

      1)  I created a dates table with a row for every day in the time period needed.

      2) Created MTD metric: Prod_Days_MTD = TOTALMTD(SUM(Vessel_Days[Prod_Days]),'Dates'[DateKey])

      3) Created YTD metric:  Prod_Days_YTD = CALCULATE (SUM([Prod_Days]),FILTER ( ALL ('Dates'), 'Dates'[FullYear] = MAX ( 'Dates'[FullYear]) && 'Dates'[DateKey] <= MAX ( 'Dates'[DateKey])))

       

      Having a blast!!!  Now working to create meaningful visuals....  :)

       

      MAC