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don_writer
Helper II
Helper II

Calendar Tables: Annual YTD

I always seem to find solutions for related problems but then get stuck. So here is my specific question:

 

I have a table (imagine that) with date_as_of, MonthYear, employeeID, company, headcount. 

This table is a monthly snapshot so every month all of the employees data are collected.

I have a complex Date table with a bridge table connecting MonthYear

 

I am in a visualization (cluster bar chart) that counts headcount on the Y-Axis and Year across the X-Axis (clustered by company).

 

What I am getting is a sum of all months in the year. So if we had 100 headcount a month then the annual total is 1200.

Now I could filter by December but that doesn't record the last month of the current year.

 

I have an EndOfYear column in my date table (it displays the last date of the year) and when I filter by it there is no change. I thought this would work considering the date_as_of happens on the last day of the month. When I have it pick up the month of that date now it'll filter by December AND whatever the last month of 2018 is. 

 

I am certain I am missing some fundamental thing.  Any ideas are much apreciated.

 

Best regards,

~Don

1 REPLY 1
Greg_Deckler
Super User
Super User

Would need to recreate this with sample data. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490


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