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Helper I
Helper I

YTD Sales to display all months up to the month selected in slicer

Okay, I have searched the forums to no avail and I feel what I am looking for is pretty simple. I have all the YTD, QTD, MTD, YOY, etc. calculations working correctly in a table but when it comes to a bar chart, I am not getting the desired results.


I have a year and month slicer. User can only make 1 selection for each slicer. It works great with the table, but not for the charts.

When a user selects the year and month, I would like each chart to show all revenue up to the current month, quarter, year. For example, If the user selects Augst in the month slicer:

  • Rev by Month chart will show August and all prior months on the X axis. (whereas it only shows August currently)
  • Rev by Quarter chart will show quarter 2 (qtd) and prior quarters on the X axis (whereas it only shows Qtr 2 currently)

Ideally, I would like to show the prior year up to the month selected in the month slicer.

Can someone please help me out on this? 

Super User
Super User

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

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