Earn the coveted Fabric Analytics Engineer certification. 100% off your exam for a limited time only!
I have a special sales report which unfortunately is an aggregate report ie only show by Sales Job to date instead of Monthly basis.
YTD | YTD | YTD | ||||
Agents | Project | Sales description | Invoice | Jan | Feb | Mar |
John | xx | xx | xx | 3,000 | 6,536 | 10,000 |
Liz | xx | xx | xx | 1,500 | 2,177 | 2,500 |
Queenie | xx | xx | xx | 2,500 | 2,947 | 4,000 |
Evan | xx | xx | xx | 1,200 | 1,613 | 2,500 |
Rachel | xx | xx | xx | 5,000 | 10,232 | 10,900 |
13,200 | 23,505 | 29,900 |
So I do like this
Current Sales JTD = SUM(Table[Sales]) Previous Month Sales JTD = CALCULATE([Current Sales JTD],PREVIOUSMONTH(VO[Period]))
In order to get month to date report.
So it looks alright,
Agents Current Sales YTD John 10,000 Liz 2,500 Queenie 4,000 Evan 2,500 Rachel 10,900 29,900
But when I try to see by project and/or sales details it shows the same number
MTD | MTD | MTD | ||||
Agents | Project | Sales description | Invoice | Jan | Feb | Mar |
John | xx | xx | xx | 10,000 | 10,000 | 10,000 |
Liz | xx | xx | xx | 2,500 | 2,500 | 2,500 |
Queenie | xx | xx | xx | 4,000 | 4,000 | 4,000 |
Evan | xx | xx | xx | 2,500 | 2,500 | 2,500 |
Rachel | xx | xx | xx | 10,900 | 10,900 | 10,900 |
Appreciate if anyone could help on:
1. Whether my month to date DAX formula are accurate
2. How could I breakdown to project type, invoice type?
Expected results:
MTD | MTD | MTD | ||||
Agents | Project | Sales description | Invoice | Jan | Feb | Mar |
John | xx | xx | xx | 3,000 | 9,968 | 10,000 |
Liz | xx | xx | xx | 1,500 | 2,299 | 2,500 |
Queenie | xx | xx | xx | 2,500 | 3,383 | 4,000 |
Evan | xx | xx | xx | 1,200 | 1,405 | 2,500 |
Rachel | xx | xx | xx | 5,000 | 7,010 | 10,900 |
13200 | 24065 | 29900 |
Hi @noseriya ,
According to your description, do you mean if you don't put project and sales columns in the visual, it works fine, otherwise it will get incorret result? Seems you haven't provided your month to date DAX formula. Additionally, could you please provide a example about your sample structure.
Best Regards,
Community Support Team _ kalyj