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mrainey Member
Member

Converting YTD value to MTD Value

I have a table that lists the YTD goal for a person to reach. I want to make that value a monthly value. I thought it would be as easy as taking the monthly goal and multiplying by the month number, but PBI does not allow me to reference my 'Month' column from my date table in that fashion. Here is how it looks:

 

1.PNG

So for my measure, it's just simply YTD_Producer_Goal__c / 12 to give a monthly value of $12,500. How I can make a measure that will accumulate the $12,500 monthly? So for month 2, it should be $25,000, month 3 would be 37,500, etc. etc.

 

PS: The Month column comes from my date table. All other columns come from my main table.

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Converting YTD value to MTD Value

Hey @mrainey 

a very simplistic approach could be this measure:

Goal Monthly YTD = 
SUMX(
    'Goals'
    , 'Goals'[Goal Monthly] * MAX('Calendar'[Month No])
)

This allows to create something like this:

image.png

Please be aware of the underlying assumption, that there is just one goal per person in my Goals table, the table on the left in the above screenshot.

 

Regards,

Tom

 

Hamburg - Germany
If I answer your question, please mark my post as solution, this will also help others.
I accept Kudos :-), If you find my post helpful.

Proud to be a Datanaut!

View solution in original post

2 REPLIES 2
Nathaniel_C Super Contributor
Super Contributor

Re: Converting YTD value to MTD Value

Hi @mrainey ,
Try the function TOTALYTD() and this assumes your two tables have a relationship.
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel

Super User
Super User

Re: Converting YTD value to MTD Value

Hey @mrainey 

a very simplistic approach could be this measure:

Goal Monthly YTD = 
SUMX(
    'Goals'
    , 'Goals'[Goal Monthly] * MAX('Calendar'[Month No])
)

This allows to create something like this:

image.png

Please be aware of the underlying assumption, that there is just one goal per person in my Goals table, the table on the left in the above screenshot.

 

Regards,

Tom

 

Hamburg - Germany
If I answer your question, please mark my post as solution, this will also help others.
I accept Kudos :-), If you find my post helpful.

Proud to be a Datanaut!

View solution in original post

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