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ja832153 Regular Visitor
Regular Visitor

Matrix Tables

I need to display the sales data of pervious year (complete Months) and current YTD months in the matrix table.

 

Example:

 

 JanFebMarAprMayJunJulAugSepOctNovDec
20182030405060708090100110120130
201930405060708090100110   
2 REPLIES 2
Super User IV
Super User IV

Re: Matrix Tables

Make sure you have date table and it is joined with your fact.

Use YTD for this year, Lasts year YTD or year behind measure for last year

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"3/31"))

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))
Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"3/31"))

Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
2 Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(sales,sales[date] <=maxx(date,date[date])))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s.

Refer
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi

https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

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ja832153 Regular Visitor
Regular Visitor

Re: Matrix Tables

Thanks, but This is not working in the power BI. Its giving the whole months data for Pervious year and current year in the matrix report

 

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