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sifar786
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Post Patron

Line Chart to show Cumulative Current Year WTD vs Cumulative Prior to Last Year WTD

Hi,

 

I am trying to create a Line Chart to show Cumulative `Current Year Week to Date` vs Cumulative `Prior to Last Year Week to Date`.

 

I have a Salesforce `Opportunity` table and a `dimDate` table joined by an Inactive relationship on `Date` from the `dimDate` table to `CreatedDate` on the `Opportunity` table. I don't want to make it active as there are other date columns in `Opportunity` table connected to `dimDate` on `Date` column and one of them is active.

 

Current Year:

Opp($) = CALCULATE(SUM('Opportunity'[USD_Amount__c]), 'Opportunity'[USD_Amount__c] <= 1000000, USERELATIONSHIP(dimDate[Date],'Opportunity'[CreatedDate]))
Opp($) - RunningTotal = CALCULATE([Opp($)], FILTER(ALLSELECTED('dimDate'[Date]), dimDate[Date] <= MAX(dimDate[Date])))

 

Prior to Last Year:

Opp PPY($) = CALCULATE(SUM('Opportunity'[USD_Amount__c]), 'Opportunity'[USD_Amount__c] <= 1000000, USERELATIONSHIP(dimDate[Date],'Opportunity'[CreatedDate]), DATEADD(dimDate[Date], -2,YEAR))
Opp($) PPY - RunningTotal = CALCULATE([Opp PPY($)], FILTER(ALLSELECTED('dimDate'[Date]), dimDate[Date] <= MAX(dimDate[Date])))

 

I have a `WeekName` column in `dimDate` table that i add to X-Axis which gives the week names as `Week 1, Week 2, Week 3...`. I am not sure above measures are the right way to calculate cumulatives for Prior to Last Year and Current Year as the expected output is:

sifar786_0-1629876639006.png

but getting:

sifar786_1-1629876908955.png

It seems the running totals for both measures is not calculating from Week1, but adding values to total from previous weeks, so the amounts not showing correctly.

Date        |  WeekName|  Opp($)        |  Opp($) - RunningTotal  |  Opp PPY($)  |  Opp($) PPY - RunningTotal  |
2019-01-01  |  Week 1  |  $2,000.0      |  500,000,000.00         | 10,000.00    |  400,000.00|
2019-01-02  |  Week 1  |  $20,000.0     |  500,020,000.00         | 50,200.00    |  460,200.00|
2019-01-03  |  Week 1  |  $2,000,000.0  |  502,020,000.00         |  5,000.00    |  465,200.00|
2019-01-04  |  Week 1  |  $400,000.0    |  502,420,000.00         |  10,000.00    | 475,200.00|
2019-01-05  |  Week 1  |  $20,000.0     |  502,440,000.00         |  10,000.00    | 485,200.00|
2019-01-06  |  Week 1  |  $30,000.0     |  502,470,000.00         |  40,000.00    | 525,200.00|
2019-01-07  |  Week 2  |  $5,000.0      |  502,475,000.00         |  10,000.00    | 535,200.00|
2019-01-08  |  Week 2  |  $1,000.0      |  502,476,000.00         |  1,000.00     | 536,200.00|

 

What i want is running totals to start from Week 1 i.e. 2019-01-01 onwards i.e. for e.g. for `Week 1 - Opp($) - RunningTotal` should show:

Date        |  WeekName|  Opp($)        |  Opp($) - RunningTotal  |  Opp PPY($) |  Opp($) PPY - RunningTotal  |
2019-01-01  |  Week 1  |  $2,000.0      |  2,000.00               | 10,000.00   |  10,000.00|
2019-01-02  |  Week 1  |  $20,000.0     |  22,000.00              | 50,200.00   |  60,200.00|
2019-01-03  |  Week 1  |  $2,000,000.0  |  2,022,000.00           |  5,000.00   |  65,200.00|
2019-01-04  |  Week 1  |  $400,000.0    |  2,422,000.00           |  10,000.00  |  75,200.00|
2019-01-05  |  Week 1  |  $20,000.0     |  2,442,000.00           |  10,000.00  |  85,200.00|
2019-01-06  |  Week 1  |  $30,000.0     |  2,472,000.00           |  40,000.00  | 125,200.00|

 

Any help would be most appreciated.

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@sifar786 , with help from a date table having year and week

 

 

YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Week] <= Max('Date'[Week]) ))


LYTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Week] <= Max('Date'[Week])))

 

 

same week last year = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Week] = Max('Date'[Week])))

 

refer if needed

Power BI — Week on Week and WTD
https://medium.com/@amitchandak.1978/power-bi-wtd-questions-time-intelligence-4-5-98c30fab69d3
https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-La...
https://www.youtube.com/watch?v=pnAesWxYgJ8

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4 REPLIES 4
sifar786
Post Patron
Post Patron

Hi @amitchandak, just a query related to my OP. Hope you can provide a suitable solution.

If you see my OP, i have shared a Google Data Studio chart showing the weeks as Week1, Week 5, Week 9, Week 13 etc...till Week 33 (say current week). I think this is done automatically by DataStudio to fit the data without showing horizontal scrollbars. How do i achieve the same in the Power BI chart?

sifar786
Post Patron
Post Patron

@amitchandak , thanks. I understood your calculations now. Though i had to create a `IsYTD` logical column in the `dimDate` table show the weeks correctly from Week 1 to Week till date i.e. Week 35....and i also missed adding the "<=" (instead of "=") to the measures to get the running totals.

 

JFYI,

 

  CurrentDate = Date.From(DateTime.LocalNow(), "en-US"),
  CurrentDateRecord = Table.SelectRows(PreviousStep, each [Date] = CurrentDate),
  CurrentYear = CurrentDateRecord{0}[Year],
  InsertYTD = Table.AddColumn(PreviousStep, "IsYTD", each if CurrentYear = [Year] and [Day of Year] <= CurrentDateRecord{0}[Day of Year] then true else false, type logical),

 


Cheers!

sifar786
Post Patron
Post Patron

@amitchandak i am not getting the desired output. Also, cumulative current weeks this year till date is not showing at all and weeks are starting from Week 2 onwards. cumulatives are not being calculated. See screenshot of both the Line Chart and the same shown as a Table :

 

sifar786_0-1629881691108.png

 

same weeks current year = CALCULATE([Opp($)], FILTER(ALL('dimDate'),'dimDate'[Year]=MAX('dimDate'[Year]) && 'dimDate'[WeekNo] = MAX('dimDate'[WeekNo])))
same weeks prior to last year = CALCULATE([Opp($)], FILTER(ALL('dimDate'),'dimDate'[Year]=MAX('dimDate'[Year])-2 && 'dimDate'[WeekNo] = MAX('dimDate'[WeekNo])))

 

amitchandak
Super User
Super User

@sifar786 , with help from a date table having year and week

 

 

YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Week] <= Max('Date'[Week]) ))


LYTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Week] <= Max('Date'[Week])))

 

 

same week last year = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Week] = Max('Date'[Week])))

 

refer if needed

Power BI — Week on Week and WTD
https://medium.com/@amitchandak.1978/power-bi-wtd-questions-time-intelligence-4-5-98c30fab69d3
https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-La...
https://www.youtube.com/watch?v=pnAesWxYgJ8

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin
Want To Learn Power BI
Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!

View solution in original post

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