Revenue compared to rest of Region

[djh]

Hi All,

New to Power BI, and struggling with what seems very simple in excel.

I have a transactions table, and a customer table. The customer table contains a field for region, and is linked to the transaction table via the customer #.

There are two questions i want to know about my data. firstly, how are my YTD sales with a March year end compared to the prior year, and how are year sales compared to others in the same region.

i tried to do a calculate, but couldn't work out how to refer to the region for every row?

[v-yuta-msft · Accepted solution]

Hi djh,

If you are using import mode, follow DAX formula patterns like below:

YTD Sales =
TOTALYTD ( SUM ( Transactions[Sales] ), Transactions[Date], "3/31" )

YTD Sales On Region =
TOTALYTD (
 SUM ( Transactions[Sales] ),
 Transactions[Date],
 ALLEXCEPT ( Customer, Customer[Region] ),
 "3/31"
)

Regards,

Jimmy Tao