Bar Chart comparing monthly volume to Average monthly volume YTD

[wquayle]

I need to create a bar chart that displays the current monthly total across 3 seperate categories (Category 1, 2, 3) and also displays the average monthly volume YTD for all three categories. The goal is to show how the current months volume for each category compares proportionaly to the YTD volume.

I'm able to create the bar chart with volume from January - May 2020 for each category but am unable to create a line showing the average YTD volume for each category due to the monthly filter in the bar chart. Do I need to use DAX to overcome this issue? Would appreciate any help?

[v-gizhi-msft · Accepted solution]

Hi,

Please try these measures:

Current Month = 
IF (
    MONTH ( MAX ( 'Table'[Date] ) ) = MONTH ( TODAY () ),
    SUM ( 'Table'[Values] )
)

YTD = 
VAR a =
    SUMMARIZE (
        ALLSELECTED ( 'Table' ),
        'Table'[Date],
        'Table'[Category],
        "YTD", CALCULATE (
            SUM ( 'Table'[Values] ),
            FILTER (
                ALLSELECTED ( 'Table' ),
                'Table'[Category] IN FILTERS ( 'Table'[Category] )
                    && 'Table'[Date] <= MAX ( 'Table'[Date] )
            )
        )
    )
RETURN
    AVERAGEX ( FILTER ( a, [Date] IN FILTERS ( [Date] ) ), [YTD] )

The result shows:

See my attached pbix file.

Best Regards,

Giotto

[parry2k]

@wquayle yes you have to create a measure to calculate YTD avg. As a best practice, add date dimension in your model and use it for and time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools.

https://perytus.com/2020/05/22/create-a-basic-date-table-in-your-data-model-for-time-intelligence-ca...

YTD AVG = CALCULATE ( AVERGATE( Table[Column] ), DATESYTD ( DateTable[Date] ) ) 

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

[wquayle]

Appreciate your response and will absolutely provide Kudos. When I use the formula from your site the date, I get the following error message, "The column 'Year' in table 'Date' has invalid bindings specified." I deleted this line of code, and received another message, "The column Month' in table 'Date' has invalid bindings specified. Can you advise how to resolve this issue? Thank you, again!

[parry2k]

@wquayle is this related to my post? What you are referring too? 

[v-gizhi-msft]

Hi,

If my previous reply has solved your issue, please mark it as a solution for others to see.

Best Regards,

Giotto

[wquayle]

I appreciate your formulas and feedback. How would I re-write the formula to show data from the previous month instead of the current month?