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Dora
Helper II
Helper II

Cumulatively values display in a card according to slicer selection in monthly,quarterly and Yearly

 

Hi All,

 

I need to show Cumulative liability according to user selection in Monthly,Quartely and Yearly in a single Card .I Can do it in seperatly as follows.

Capture1.PNG

Formula used:-

 

Monthly Total Liability= VAR CurrentYr =SELECTEDVALUE(GL_LEDGER_ACCESS[FINANCIAL_YEAR])
VAR CurrentFiscalMonth = SELECTEDVALUE(GL_LEDGER_ACCESS[index 2])

RETURN
CALCULATE([Liability This Month],FILTER(ALL(GL_LEDGER_ACCESS),
GL_LEDGER_ACCESS[FINANCIAL_YEAR]=CurrentYr && GL_LEDGER_ACCESS[index 2] <= CurrentFiscalMonth))

 

Quartely TotalLI =
VAR CurrentYr =SELECTEDVALUE(GL_LEDGER_ACCESS[FINANCIAL_YEAR])
VAR CurQtr =SELECTEDVALUE(GL_LEDGER_ACCESS[Qtr No])
RETURN
CALCULATE([Liability This Month],FILTER(ALL(GL_LEDGER_ACCESS),GL_LEDGER_ACCESS[FINANCIAL_YEAR]=CurrentYr&& GL_LEDGER_ACCESS[Qtr No]<=CurQtr))

 

 

Data table

Capture2.PNG

 

Please give me solution to show cumulatively Total according to filter selection in a single card.

Thanks in advance,

Best Regards,

Dora

 

 

 

1 ACCEPTED SOLUTION
v-yulgu-msft
Employee
Employee

Hi @Dora,

 

You need to create an extra table ('SlicerTable') with a single column( [Item] ) which lists all available selections: Monthly,Quartely and Yearly. Later, you should add this column into slicer.

 

Then, add below measure into card visual:

Cumulative liability =
IF (
    SELECTEDVALUE ( SlicerTable[Item] ) = "Monthly",
    [Monthly Total Liability],
    IF (
        SELECTEDVALUE ( SlicerTable[Item] ) = "Quartely",
        [Quartely TotalLI],
        [Yearly TotalLI]
    )
)

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yulgu-msft
Employee
Employee

Hi @Dora,

 

You need to create an extra table ('SlicerTable') with a single column( [Item] ) which lists all available selections: Monthly,Quartely and Yearly. Later, you should add this column into slicer.

 

Then, add below measure into card visual:

Cumulative liability =
IF (
    SELECTEDVALUE ( SlicerTable[Item] ) = "Monthly",
    [Monthly Total Liability],
    IF (
        SELECTEDVALUE ( SlicerTable[Item] ) = "Quartely",
        [Quartely TotalLI],
        [Yearly TotalLI]
    )
)

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank You So much,

Best Regards,

Dora.

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