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Hi Team,
I have a satisfaction table in which there is data related to different months. However, I woul need to calculate the YTD for every year beginning from a particular fiscal year start (In this case April)
The count of case ID - YTD should be dynamic as in when i select month filter it should calculate the YTD till that particualar month.
For e.g: May month should be count of case ID should be- April+May,
Count of case ID for August should be April+May+June+July+August & so on.
The Data is going to be incremental every month so I would need help in creating a dynamic expression which can help me calculate the YTD.
I Tried looking into some examples for YTD but it did not help.
I am relatively new to POWERBI. Can someone help me on this as its a very important thin I use in my reports
Case number | Survey received month | Area | Estate office | Quarter | Case closed date | Case handler | Handling | Outcome | Address | Email address | Name | Anonymous | Method of survey | Year | Financial year |
2928784 | April | South | Grosvenor | 1 | 12/04/2017 | AMIAH | Very satisfied | Very satisfied | Mrs S Singlehurst | No | Phone | 2017 | 2017-18 | ||
2935987 | April | South | Pimlico | 1 | 20/04/2017 | MTWYFOR | Neither | Not answered | Mr D P McCombe | No | Phone | 2017 | 2017-18 | ||
2939469 | April | South | Pimlico | 1 | 20/04/2017 | MTWYFOR | Very satisfied | Very satisfied | Miss A Maloum | No | Phone | 2017 | 2017-18 | ||
2920484 | May | North | Maida Vale | 1 | 26/04/2017 | MFAGAN | Very satisfied | Very satisfied | Mr Gorgio | No | Phone | 2017 | 2017-18 | ||
2980137 | May | West | Bayswater | 1 | 27/04/2017 | DWILLIA | Very dissatisfied | Very dissatisfied | Ms A Mahal | No | Phone | 2017 | 2017-18 | ||
3017129 | May | West | Bayswater | 1 | 25/04/2017 | DWILLIA | Very satisfied | Fairly satisfied | Mr J Johnstone | Yes | Phone | 2017 | 2017-18 | ||
3018052 | May | West | Westbourne Park | 1 | 25/04/2017 | DWILLIA | Very dissatisfied | Very dissatisfied | Miss M Carolan | No | Phone | 2017 | 2017-18 | ||
2890803 | May | North | Mozart | 1 | 27/04/2017 | MFAGAN | Very satisfied | Fairly dissatisfied | Miss P Tindle | No | Phone | 2017 | 2017-18 | ||
2877300 | June | South | Grosvenor | 1 | 23/05/2017 | RLARGAN | Fairly satisfied | Very satisfied | Mrs K Bibi | No | Phone | 2017 | 2017-18 | ||
2961353 | June | South | Churchill Gardens | 1 | 25/05/2017 | MTWYFOR | Very satisfied | Very satisfied | Mrs P F Sime | No | Phone | 2017 | 2017-18 | ||
3053080 | June | South | Churchill Gardens | 1 | 30/05/2017 | AMIAH | Fairly satisfied | Not answered | Mrs P J McKay | No | Phone | 2017 | 2017-18 | ||
3062865 | July | North | Mozart, Lydford & Avenue Gardens | 2 | 19/06/2017 | MFAGAN | Neither | Fairly dissatisfied | Ms J A Lingard | No | Phone | 2017 | 2017-18 | ||
3051088 | July | North | Mozart, Lydford & Avenue Gardens | 2 | 19/06/2017 | MFAGAN | Fairly satisfied | Fairly satisfied | Mr R Hussain | No | Phone | 2017 | 2017-18 | ||
3101481 | July | Central | Church Street Estate Office | 2 | 29/06/2017 | HELHROU | Very satisfied | Very satisfied | Ms E East | No | Phone | 2017 | 2017-18 | ||
3101542 | July | Central | Church Street Estate Office | 2 | 28/06/2017 | HELHROU | Very satisfied | Fairly satisfied | Ms A Christine O'Sullivan | No | Phone | 2017 | 2017-18 | ||
3089501 | August | North | Mozart, Lydford & Avenue Gardens | 2 | 31/07/2017 | MFAGAN | Very satisfied | Very satisfied | Ms Rita Begum | No | Phone | 2017 | 2017-18 | ||
3114738 | August | South | Lillington & Longmoore | 2 | 04/08/2017 | RSYLORI | Fairly satisfied | Not answered | Miss M Fernandes Ferreira | No | Phone | 2017 | 2017-18 | ||
3122334 | August | West | Little Venice | 2 | 03/08/2017 | DWILLIA | Very satisfied | Fairly satisfied | Mrs P Smith | No | Phone | 2017 | 2017-18 | ||
3085483 | September | South | Grosvenor Estate Office | 2 | 08/09/2017 | RSYLORI | Neither | Fairly satisfied | Mrs E Khedarun | No | Phone | 2017 | 2017-18 | ||
3150447 | September | North | Maida Vale Estate Office | 2 | 11/09/2017 | NSMITH | Very satisfied | Fairly satisfied | Mrs T Al Dikir | No | Phone | 2017 | 2017-18 | ||
3206796 | September | West | West Area Streets Office | 2 | 11/09/2017 | DWILLIA | Very satisfied | Fairly satisfied | Mr M Chavarro | No | Phone | 2017 | 2017-18 | ||
3116309 | September | South | Churchill Gardens Estate Office | 2 | 18/09/2017 | MTWYFOR | Very satisfied | Very satisfied | Mr S Joseph | No | Phone | 2017 | 2017-18 | ||
3160365 | October | Central | Lisson Green Estate Office | 3 | 27/09/2017 | HELHROU | Very satisfied | Very satisfied | Miss R Yassin | No | Phone | 2017 | 2017-18 | ||
3165968 | October | South | Lillington and Longmoore Estate Office | 3 | 28/09/2017 | AMIAH | Fairly satisfied | Very satisfied | Mrs S Singh | No | Phone | 2017 | 2017-18 | ||
3128168 | October | Central | St Johns Wood Estate Office | 3 | 05/10/2017 | KPEARCE | Very satisfied | Very satisfied | Mr S Adsani | No | Phone | 2017 | 2017-18 |
Solved! Go to Solution.
@Anonymous
In your particular case, you need a auxiliary table as below. Then create a many-to-one single direction relationship from your table to the below table.
Then create a measure as below.
YTD Per End Month = COUNTAX ( FILTER ( ALLEXCEPT ( yourTable, yourTable[Financial year] ), RELATED ( Months[Sequence] ) <= MAX ( Months[Sequence] ) ), yourTable[Name] )
See the attached pbix file.
@Anonymous
In your particular case, you need a auxiliary table as below. Then create a many-to-one single direction relationship from your table to the below table.
Then create a measure as below.
YTD Per End Month = COUNTAX ( FILTER ( ALLEXCEPT ( yourTable, yourTable[Financial year] ), RELATED ( Months[Sequence] ) <= MAX ( Months[Sequence] ) ), yourTable[Name] )
See the attached pbix file.
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