Line/Area Chart plotting values restricted by YTD

[TheBishopEmpire]

I have a line/area chart that plots sales by day. I currently have it set as a "rolling 12 month" chart. Recently executives have asked for modification for it to only show YTD. This can't be solved by a slicer as this chart must reside on a dashboard that updates daily. 

This screen shot is of the rolling 12 month chart. My red line indicates where 2021 begins (roughly). The execs only want to see from the red line to current. 

Has anyone else been able to solve this similar delima? 

[Icey · Accepted solution]

Hi @TheBishopEmpire ,

Try to filter the x-axis of your chart like so:

Best Regards,

Icey

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@TheBishopEmpire , Try YTD like

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"), filter('Date', year('Date'[Date]) = year(Today())))

[TheBishopEmpire]

Thank you @amitchandak but how will that DAX filter the chart to YTD? The sales numbers I have by day are plotting as expected, I just need to have the chart dynamically shows only YTD. 

[amitchandak]

@TheBishopEmpire , if all values/measures on visual are YTD then only it will show YTD. 

Only YTD; measures like this will do

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

The last formula I have given to stop building YTD for a year other than this year 

you can also use a relative date filter if needed.