Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
abloor
Helper IV
Helper IV

Show data for Year to Date, but in comparison to all previous years

Hi, I'm trying to do a graph that shows all revenue made year to date (from January, only up until the CURRENT month) for all years.  

 

I created the below, but using a report level filter where I ticked January-June.  I don't want to have to go into the filter each month to add in the latest month, and would prefer to have DAX to tell it to include 'up to and including the current month', and then compare this to the same months in each previous year.

 

Can anyone help please? Thank you!

 

 

YTD 1.png

1 ACCEPTED SOLUTION
v-chuncz-msft
Community Support
Community Support

@abloor 

 

You may try adding the measure below.

Measure =
CALCULATE (
    SUM ( 'Table'[Revenue] ),
    MONTH ( 'Table'[Date] ) <= MONTH ( TODAY () )
)
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-chuncz-msft
Community Support
Community Support

@abloor 

 

You may try adding the measure below.

Measure =
CALCULATE (
    SUM ( 'Table'[Revenue] ),
    MONTH ( 'Table'[Date] ) <= MONTH ( TODAY () )
)
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you @v-chuncz-msft , using your response with a few tweaks I got it to work.  I was basing the revenue off a measure, not a column, so changed it to this:

 

REVENUE NET YTD =
CALCULATE ([RevenueNet],
MONTH('Calendar'[Month]) <= MONTH(TODAY())
)

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.