Create YTD Column Chart

[Kayz]

Hello community,

I want to create a YTD column chart like excel graph:

I use 2 table: Actual 2023 is everything about financial statement and custom table for display date: 

I try to follow the tutorial from yt video but it not display the ytd column, here is my visual: 

With X-axis is Period, Y-axis is Custom Catering Profit and Legend is Catering Group. Below is dax for create Custom Catering Profit.

Custom Catering Profit 4 =

SWITCH (

    TRUE (),

    // Previous year

    // SELECTEDVALUE('Time Intelligence'[Order]) = -2,

    // CALCULATE(

    //     COUNTROWS('Actual 2023'),

    //     FILTER(

    //         ALL('Actual 2023'),

    // Months

    SELECTEDVALUE('Time Intelligence'[Order]) > 0

        && SELECTEDVALUE('Time Intelligence'[Order]) < 13,

        CALCULATE (

            COUNTROWS('Actual 2023'),

            FILTER(

                ALL(MG_D_DATE_V),

                MG_D_DATE_V[BUSINESS_MONTH] = SELECTEDVALUE('Time Intelligence'[Order])

            ),

            FILTER(

                'Actual 2023',

                [% Actual Store Profit After H.O Fee 2023] >= -5 &&

                [% Actual Store Profit After H.O Fee 2023] <= 5

            )

        ),

    // YTD

    SELECTEDVALUE('Time Intelligence'[Order]) = 13 ,

        CALCULATE(

            COUNTROWS('Actual 2023'),

            FILTER(

                'Actual 2023',

                [% Actual Store Profit After H.O Fee 2023] >= -5 &&

                [% Actual Store Profit After H.O Fee 2023] <= 5

            ),

            FILTER(

                ALL(MG_D_DATE_V),

                MG_D_DATE_V[Year] = MAX(MG_D_DATE_V[Year])

            )

))

)

I think my measure was wrong in YTD because i can display month in my visual. 

In my case, I want to count store in a group of catering profit, the catering profit = profit/net sale. 

My case was very challenge because when i display month and ytd, I need to create 2 differnt group in legend and I dont know how to do it. Here my table: My case was very challenge because when i display month and ytd, I need to create 2 differnt group in legend and I dont know how to do it. Here my table:

It not like in the yt video that only calculate net sale, my case is when i can calculate what i want, the visual must show the number of store in different group. 

Hope someone can help me, if you don't understand my case, feel free to ask me.

Best regards

[lbendlin]

repeating the same data in the same visual is a design red flag.  Use two visuals.

[Kayz]

Hello lbendlin,

Thank you for you reply but my manager want to see both in one visual so is it any way to do it? 

[lbendlin]

I hope someone else can help you further.