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MAC
Frequent Visitor

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).   My date table has the entire year of 2016.

 

Thanks in advance!

1 ACCEPTED SOLUTION

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

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3 REPLIES 3
MAC
Frequent Visitor

I got it!!

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

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

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