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gooranga1 Senior Member
Senior Member

Hiding future values for TotalYtd for current year against a forecast

I have several totalytd functions calculating ytd in the current year, previous year and of a forecast.

 

It all works great. But, I would like some way of modifiying the calculation of the current ytd to not carry forward into the future. So I would like to see my graph show the whole of 2017 and graphs for previous ytd and forecast but for current ytd the line to stop in March. i have tried using a filter but it didn't have the required effect.

 

I can filter the whole chart to just show up to March but then I lose the forecast for the year. See highlighted line on the chart below that I would like to somehow remove from the chart. The blue line shows where I added the current date as the year end in the parameters in the hope that might work.

 

HideFutureYTD.PNG

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
v-ljerr-msft Super Contributor
Super Contributor

Re: Hiding future values for TotalYtd for current year against a forecast

Hi @gooranga1,

 

According to your description above, I would suggest you create a new measure using IF function to show Blanks for TotalYtd if the current date is larger than Today. The formula below is for your reference.Smiley Happy

New Deliveries YTD = IF ( MAX ( 'DateTable'[Date] ) <= TODAY (), [Deliveries YTD], BLANK () )

 

Regards

View solution in original post

4 REPLIES 4
v-ljerr-msft Super Contributor
Super Contributor

Re: Hiding future values for TotalYtd for current year against a forecast

Hi @gooranga1,

 

According to your description above, I would suggest you create a new measure using IF function to show Blanks for TotalYtd if the current date is larger than Today. The formula below is for your reference.Smiley Happy

New Deliveries YTD = IF ( MAX ( 'DateTable'[Date] ) <= TODAY (), [Deliveries YTD], BLANK () )

 

Regards

View solution in original post

gooranga1 Senior Member
Senior Member

Re: Hiding future values for TotalYtd for current year against a forecast

Thanks that worked a treat although I can't work out how!!!

 

Is it iterating that max for the measure for each year to date value on the chart.

 

Brilliant, looks much better now. Man Happy

tuliobittar Frequent Visitor
Frequent Visitor

Re: Hiding future values for TotalYtd for current year against a forecast

Can TODAY be replaced by something like THIS MONTH?? I want to see data from YTD except current month.

Highlighted
pvural Frequent Visitor
Frequent Visitor

Re: Hiding future values for TotalYtd for current year against a forecast

Thank you for this. Worked like a charm 🙂

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