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yyzyy
Frequent Visitor

Need YTD Last year in visualization show today's data without time selected in date slicer

Hi, I have 2 cards visualization showing values of YTD and YTD last year, with a time slicer where I choose the month.

The 2020 YTD is something I am constantly updating, and I only have the data until May other than full year.

Once I use the time slicer to select any month, it is working, i.e. I selected March, it gives me lastYTD until last march. However, when there's no month selected in the beginning, YTD last year always shows the full year data of 2019. When people just arrives at my report, there should not be any date selection by default so people can choose the month they like to see.

I read some similar posts where people suggesting to adddate<today,which I didnt try yet. I am just wondering whether it would work.

What's the proper way to show this. Remember 2020 I only have data until May, so if I select August, I still want 2019YTD to show everything until August, but 2020YTD to show anything I have up to date.

 

Thank you for your help~~

 

Annotation 2020-04-28 103947.png

1 ACCEPTED SOLUTION

@yyzyy ,

 

So you requirement is like the default value in a slicer, right? If so, you can refer to similar case below:

https://community.powerbi.com/t5/Desktop/Setting-the-Default-Value-of-a-Slicer/td-p/16442

 

Community Support Team _ Jimmy Tao

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

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3 REPLIES 3
parry2k
Super User
Super User

@yyzyy yes Today approach will work, because that will force PY to only show current year upto today's date and you will not get full year of number from the previous year.

 

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yyzyy
Frequent Visitor

Using today approach, when I select August, does it give me 2019 YTDdata to May or to August?

and if you can, please write the function, my today is not working since I use 

SAMEPERIODLASTYEAR and it says true/false filter is not allowed

@yyzyy ,

 

So you requirement is like the default value in a slicer, right? If so, you can refer to similar case below:

https://community.powerbi.com/t5/Desktop/Setting-the-Default-Value-of-a-Slicer/td-p/16442

 

Community Support Team _ Jimmy Tao

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

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