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Regular Visitor

## Full Year Measure based on Month Slicer

I have a report that has YTD measure. The report has a slicer that is setting the month. I have a date dimension called DateDim. I am using a Financial Year.

YTD Revenue = CALCULATE(Sum('Table'[Revenue]), DATESYTD(DateDim[Date],"30/06")) - This works.

Now I need some help to write a measure that will use the Month seleected by the Slicer and calculate the Full Year amount. I need to have both measures in the same table. So basically the Full Revenue calculation will take the Month from the slicer and filter only on the year. I have not defined a hierarchy in the date dimension. When I use the DateDim.DateKey in the slicer I have just pulled the DateKey into the slicer and deleted the auto generated Quarter and Day levels.

Full Year Revenue = ...

So far my attempts have only created the same result as the YTD Revenue. Not sure how to use the parent of the month, or how to use ISFILTERED or NOT ISFILTERED.

1 ACCEPTED SOLUTION

Accepted Solutions
Super User

## Re: Full Year Measure based on Month Slicer

@GarryFarrell

I am assuming that you want to show the total sales for the entire year for the selected month year.

Your year is Jul-Jun.  When I select Fiscal Year 2015 and Month Jan , you want to see the total for Month Jan 2016 as well total for the period Jul  2015 - Jun 2016.  Correct me if i am wrong.

1. Do you have a calendar table

2. If so create a column called

MonthNumber = Month(Calendar[Date])

[Year] = Year(Calendar[Year])

3. Create a column called

FiscalMonth = If ([MonthNumber] >= 7, [MonthNumber] - 6, [MonthNumber] +6)

4. Create a column called

FiscalYear = If ( [MonthNumber] >= 7, [Year], [Year]-1 )

5. For the total revenue by year create the measure using

FullFiscalRevenue= Calculate([TotalRevenue],(ALLEXCEPT(Calendar,Calendar[FiscalYear])))

6. Create slicer with FiscalYear as the value and a slicer with FiscalMonth

7. Plot your FullFiscalRevenue Figure in one chart  and plot your monthwise revenue in another chart

8. Select any FiscalYear and any FIscalMonth , you will notice that the FulLFiscalRevenue will never change irrespective of the montth selected.

If this solves your issue, please accept this as a solution and also give KUDOS.

Cheers

CheenuSing

Did I answer your question? Mark my post as a solution and also give KUDOS !

Proud to be a Datanaut!
4 REPLIES 4

## Re: Full Year Measure based on Month Slicer

Does "Full Year" mean Calendar Year or Fiscal Year (ending 30 June) ?

Regular Visitor

## Re: Full Year Measure based on Month Slicer

Hi Mike,

I would prefer fiscal year end 30th June in this case.

Regards,

Garry

Super User

## Re: Full Year Measure based on Month Slicer

@GarryFarrell

I am assuming that you want to show the total sales for the entire year for the selected month year.

Your year is Jul-Jun.  When I select Fiscal Year 2015 and Month Jan , you want to see the total for Month Jan 2016 as well total for the period Jul  2015 - Jun 2016.  Correct me if i am wrong.

1. Do you have a calendar table

2. If so create a column called

MonthNumber = Month(Calendar[Date])

[Year] = Year(Calendar[Year])

3. Create a column called

FiscalMonth = If ([MonthNumber] >= 7, [MonthNumber] - 6, [MonthNumber] +6)

4. Create a column called

FiscalYear = If ( [MonthNumber] >= 7, [Year], [Year]-1 )

5. For the total revenue by year create the measure using

FullFiscalRevenue= Calculate([TotalRevenue],(ALLEXCEPT(Calendar,Calendar[FiscalYear])))

6. Create slicer with FiscalYear as the value and a slicer with FiscalMonth

7. Plot your FullFiscalRevenue Figure in one chart  and plot your monthwise revenue in another chart

8. Select any FiscalYear and any FIscalMonth , you will notice that the FulLFiscalRevenue will never change irrespective of the montth selected.

If this solves your issue, please accept this as a solution and also give KUDOS.

Cheers

CheenuSing

Did I answer your question? Mark my post as a solution and also give KUDOS !

Proud to be a Datanaut!
Highlighted
Regular Visitor

## Re: Full Year Measure based on Month Slicer

Thanks CheenuSing. I will try it.