Use Dax to replicate Legend

[marsa]

Hi all,

I'm trying to recreate the following chart:

It is a running total, but in this case, I'm using a single measure but adding the year column as a legend. For a new report, I'm working on I need to recreate it using Dax; one measure for 2020 and the other 2019. Whenever I try it to create using the same measure just adding an additional filter the result is the following.

The flat line is 2019 and instead of showing a running total shows just total for the year. I'm using the following Dax.

Running_total_2019 = CALCULATE(
    [Total_2019],
    FILTER( ALLSELECTED( 'Calendar'),
    'Calendar'[Date] <= 'Calendar'[Date]
    )
)

 Total_2019 is a sum of a calculates table to filter sales for the year and a sales stage. I've tried modifying it to use DATESYTD and TOTALYTD but didn't work.

Thanks for the help.

[amitchandak · Accepted solution]

@marsa , You can use calendar intelligence and shooting time

///// Time Intelligence 
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
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))
//Only year vs Year, not a level below

///// Without using Time Intelligence 
This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

Year Rank = RANKX(all('Date'),'Date'[Year Start date],,ASC,Dense)	
This Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])))
Last Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1))

Day of Year  =datediff([Year Start date] , [Date],Day) +1

YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year]  <= Max('Date'[Day of Year]) ))
LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year]  <= Max('Date'[Day of Year])))

Calendar -https://youtu.be/Qt0TM-4H09U

Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

Power BI — WTD
https://medium.com/@amitchandak.1978/power-bi-wtd-questions-time-intelligence-4-5-98c30fab69d3
https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-La...

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

See if my Time Intelligence webinar can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


We appreciate your congratulations.

[Greg_Deckler]

@marsa - So typically the way you handle previous year in a time "intelligence" situation is by using something like PREVIOUSYEAR. So get your 2020 calculation correct and then wrap it in a CALCULATE( ..., PREVIOUSYEAR(...))

But, always tricky working with time intelligence, sample data would be great as well as your current measure formulas (like Total_2019).

Otherwise, these might assist:

You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...