TotalYTD performance based on Slicer filter

[Arioli_Chezhian]

Hello everyone,
I have a totalytd measure, and creating a bar chart based on date and total sales. Also I have a slicer which contains Month Name. If I filter for March month, the bar chart will show data only for March month  but my requirement should be like the visual should display till March month (Jan, Feb and Mar). Likewise if I select June month in the slicer, the bar chart should display data from January to June.

How to achieve this, please advice.

[v-zhangti · Accepted solution]

Hi, @Arioli_Chezhian 

You can try the following methods.

Measure = 
IF ( SELECTEDVALUE ( 'Slicer table'[Date] ) = BLANK (),
    1,
    IF ( SELECTEDVALUE ( 'Table'[Date] ) <= SELECTEDVALUE ( 'Slicer table'[Date] )
     && YEAR ( SELECTEDVALUE ( 'Table'[Date] ) ) = YEAR ( SELECTEDVALUE ( 'Slicer table'[Date] ) ),
        1,
        0 ) )

Is this the result you expect? Please see the attached document.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[some_bih]

Hi @Arioli_Chezhian 

On link, last example is simple measure for TOTALYTD

https://learn.microsoft.com/en-us/dax/totalytd-function-dax?WT.mc_id=DP-MVP-4025372 

to Create Calendar Table Microsoft Learn follow instruction, and create relationships.

Create Calendar Table Microsoft Learn

https://learn.microsoft.com/en-us/power-bi/guidance/model-date-tables

After that insert slicer with Month name.

Hope this help

[Arioli_Chezhian]

@some_bih  -  I already tried this but it's not working. If I select March month then even in bar chart it's getting filtered for March month alone. 

If I select march month, then it should show from January to March. 

[some_bih]

Hi @Arioli_Chezhian please share some example with expected output

[some_bih]

Hi @Arioli_Chezhian TOTALYTD measure best work when you put Date columns from you Calendar / Date table, not from your fact table.

[Arioli_Chezhian]

@some_bih  - I need to achieve the concept which I mentioned earlier. Could you please advice on this.