Guidance required for adding custom colomn with Toal YTD function
Hi Super User.
I am farely new to Power BI community. Recently I am preparing excel report for our organization. Report is pretty simple in excel. However to make it dynamic & automatic, I start to compile a Dashboard with Power Query. Later will shift to Power BI.
It has only 4 coloumn. Customer Code/ Month/ Sale Target Nos. / Actual Sale Nos.
I need to find out by Customer Status by counting no. of customers in green/ blue/ red category
Green = If Target Ach % is 100% or more
Blue = If Target Ach % is 80%~99% or more
Red = If Target Ach % is below 80%
Target Ach% = Actual Sale Nos. divided by Sale Target Nos.
I could add Target Ach % and Customer Status by adding conditional coloumn howevr this shown each month customer status is green or red or blue.
However, my requirement is, I want to calculate YTD Target Ach% for each. For eg:
Customer code: 15700,
In Jan -> should show Jan Tgt Vs Jan Result, and
in Feb should show Jan~Feb cumm Tgt vs Jan~Feb cumm Actual
Brother, thanks for advise. You correctly understood my requirement.
I tried DAX as advised for only YTD Target colomn in data model.
However it is showing total of month ir-respective of customerwise wise.
I used below mentioned DAX as per your advise:
= CALCULATE([Sum of AMC WS Target],FILTER(ALLEXCEPT('AMC WS Red Dealer Analysis','AMC WS Red Dealer Analysis'[Network Code]),'AMC WS Red Dealer Analysis'[AMC Red Dealer Month]<=EARLIER('AMC WS Red Dealer Analysis'[AMC Red Dealer Month]) && YEAR('AMC WS Red Dealer Analysis'[AMC Red Dealer Month])=YEAR(EARLIER('AMC WS Red Dealer Analysis'[AMC Red Dealer Month]))))