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dobregon
Impactful Individual
Impactful Individual

Slicer MTD, QTD, YTD to filter dates using the slicer.

‎08-27-2018 04:14 AM

Hi all,

 

I have a question that i think it is not solved in the forum, as many of you i have the necessity to create some visuals/reports with the info in MTD, QTD and YTD. For that and now i'm doing new measures like CALCULATE(sum(sales),DATESYTD(date)) for every calculation and every MTD, QTD and YTD so, for every column i need to do 4 measures (simple actual without filter of dates, mtd, qtd and ytd) and it is not a big problem (only one time in every report) but i need to have one page for each MTD, QTD, YTD and i am asking if it is possible to create any type of slicer that i can filter for MTD, QTD, YTD...

 

This is an example of my source data:
Filter_sourcedata.PNG

 

And the table matrix that i want, something like that (this is an example in excel but the results in BI will be the same)Filter_result1.PNG

 

Now i'm creating one table matrix for each MTD, QTD and YTD with the calculated measures for each table, but i'm looking if it is possible to do something like that:Filter_result2.PNG

 

So, the MTD, QTD and YTD should be an slicer that when I click in MTD the report filters the dates of MTD and then the table shows the the values corresponding to that group of dates.

Could it be possible?

Thanks in advance and regards!



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Anonymous
Not applicable
In response to dobregon

‎08-27-2018 11:53 PM

It may be easier if you create 20 measures like the one I wrote yesterday:

 

Final Value 1 = 
IF(HASONEFILTER(Table[CalcType]),
    SWITCH(SELECTEDVALUE(Table[CalcType]),
        "MTD", [Measure 1 MTD],
        "QTD", [Measure 1 QTD],
        "YTD", [Measure 1 YTD]
    ),
   BLANK()
)

You already have the MTD, QTD and YTD measures, and the 20 you need to create are just copy and paste. Not much work.

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dobregon
Impactful Individual
Impactful Individual
In response to dothaohieu

‎10-07-2022 05:14 AM

i dont know if you solve the issue after 5 motnhs... 



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