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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

working with snapshot data

I have an Excel file that our IT team created that is populated with "snapshot" data from our ERP system.   Looks like this:  

 

The "Description" column contains many fields from our ERP system.   And the snapshots refresh frequently during the day.    I am not familiar with snapshot data and am trying to figure out how to use it in the reports area.   All of the data is aggregated into the 25 July date and I cannot seem to parse the data by earlier dates, for example, run the most recent snapshot across a YTD measure that includes Jan, Feb, Mar, etc...up to the snapshot date.    When I try, it just keeps giving me dates for the month of July...and also does not allow me to summarize the data.   

 

Any tips for working with snapshot data would be appreciated!

 

Thanks

  • Hi Anonymous ,

     

    To get YTD, we should create a CALENDAR table to work on it.

     

    CALENDAR = CALENDARAUTO()
    Then we can create YTD measure as below.
    YTD=  TOTALYTD([Total Sales],'CALENDAR'[Date])
     

1 Reply

  • v-frfei-msft's avatar
    v-frfei-msft
    Community Support

    Hi Anonymous ,

     

    To get YTD, we should create a CALENDAR table to work on it.

     

    CALENDAR = CALENDARAUTO()
    Then we can create YTD measure as below.
    YTD=  TOTALYTD([Total Sales],'CALENDAR'[Date])