Using a portion of a slicer

[AndySawyer]

Hi,

I really hope someone can help me with this, as I'm new to DAX queries and I've been searching for the answer for hours with no results.

I have a slicer with a Month-Year picker, based off a Date table. I want to create a measure that will have the YTD for the current year selected, and also the prior comparable year, which can be displayed on a Stacked Column Chart in Power BI, with a separated column used in the Legend.

I have the following formula that work:

Total Revenue LYTD =
TOTALYTD(
SUM('Data'[Total Revenue]),
DATEADD('Date Start'[Date],-1,YEAR), "30/06"
)

Total Revenue CYTD =
TOTALYTD(
SUM('Data'[Total Revenue]),
'Date Start'[Date], "30/06"
)

But if I pull them both onto the chart, I can't use a third identifier (in this case a dimension named 'Market Segment') to color code the chart.

I'm figuring that I need to create a calculated measure that performs a YTD calculation for the Month portion of my slicer, ignoring the Year portion, so if the slicer has 'September 2017' selected, I could drag said measure onto the Value section of the chart, add the Market Segment dimension to the Legend and add the 'Date Start'[Financial Year] dimension to the Axis.

But I don't know how to do that! Help...

Regards,

Andy

[v-chuncz-msft]

@AndySawyer,

Just add an appropriate measure and take advantage of Visual level filters.

http://community.powerbi.com/t5/Desktop/Relational-Date-Filter-By-Other-Date-How-To/td-p/298373

[AndySawyer]

Thank you Sam,

However I'm trying to ensure that users only need to select one date slicer for one report. If I understand what you're suggesting, there would be two date slicers - one for this vis and one for all of the others - or the date would be filtered within the viz and would not change if the user changed the date slicer.

Andy

[AndySawyer]

Possibly worth mentioning, if I edit the interactions and remove the interaction between the slicer and the chart, I can get what I want with the following measure:

CALCULATE(TOTALYTD(
        SUM('Data'[Total Revenue]),
        'Date Start'[Date], "30/06"
    ),'Date Start'[MonthName] = "July")

However, I don't want to have to go in and change the month all the time. I want the month to be linked to the slicer (but I don't want the year linked to the slicer).