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dla005
Helper I
Helper I

How to include both MTD and YTD in trended view

Hello!

 

I am trying to build out a trended financial statement in a matrix view  and the financial statement consist of the lines below. So, my problem is how do i get the YTD membership to add all the previous month membership? My Visualization are,

 

Rows = Financial Lines

Columns = FY Quarters and Month

Values = Budget and Actual - These 2 are measures (calculate(Table[Value]),Table[Bud/Act] = "Actual")

 

Thank you!

 

 

 

Jan

 

Feb

 

Mar

 

Apr

 

 

Budget

Actual

Budget

Actual

Budget

Actual

Budget

Actual

Members

1

1

1

1

1

1

1

1

YTD Members

1

1

2

2

3

3

4

4

Revenue

1

1

1

1

1

1

1

1

Cost

1

1

1

1

1

1

1

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 REPLY 1
v-kelly-msft
Community Support
Community Support

Hi  @dla005 ,

 

Could you pls provide more details? Such as sample .pbix file with expected output?

 

Best Regards,
Kelly

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