Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Hi PBI Guru's
I need some assistance, please. This is such an easy task in excel but I just cannot get it right in PBI.
Below is a screenshot of the desired result. I have also included a link to the pbix file for ease of reference.
Can anyone figure this out? Would really appreciate it.
Also, YTD in my world means -1 month. So as of today, the month is Aug, so my YTD would be Jan to July.
p.s the figures in the screenshot will not match the pbix file it was made for reference purposes only.
https://www.dropbox.com/s/08b8rj1qxffectn/Testing%20Visual%20monthly.pbix?dl=0
Hi @Anno2019 ,
You can create a calculated table to get the calendar table first of all , then create relationship between your 'Shipment Level Data' table and the calendar table on date column. Secondly , create YTD measures like DAX below:
CalendarTable= CALENDARAUTO() CurrentYear_YTD= CALCULATE(SUM('Shipment Level Data'[Profit]),FILTER(ALLSELECTED('Shipment Level Data'),'Shipment Level Data'[Year]=MAX('Shipment Level Data'[Year])&&'Shipment Level Data'[Month]=MAX('Shipment Level Data'[Month])-1)) LastYear_YTD= CALCULATE([CurrentYear_YTD],DATEADD(CalendarTable[Date],-1,YEAR)) Variance= [CurrentYear_YTD]-[LastYear_YTD]
Best Regards,
Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@v-xicai Thank you, that would sort out the YTD Total but how would I go about building the table to look like the one I need?
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
110 | |
95 | |
76 | |
65 | |
51 |
User | Count |
---|---|
146 | |
109 | |
106 | |
88 | |
61 |