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VSchepens Regular Visitor
Regular Visitor

YTD graph until selected month

Hi,

 

I could really use your help with the following measure.

 

I made a graph showing the total sales up to the selected month.

So if I select Dec 2018, I see jan -  dec 2018.

If I select jan 2019, I see only jan 2019.

 

2019-01-16_15-28-31.png

 

I used the following formula:

 

Turnover MSCI FY =
VAR MinDate = DATE(YEAR( MAX('Date'[Date]));1;1)
VAR MaxDate = MAX('Date'[Date])
RETURN CALCULATE([Total Turnover MSCI];FILTER(ALL('Date'[Date]);'Date'[Date] >= MinDate && 'Date'[Date] <= MaxDate))

 

The slicer is based on Date[Date], the axis is based on Billing[Date]. But both are linked.

 

Now I would like to add a YTD line in this graph or in another graph if this is easier.

The import thing is that 'Current Year' depends on the selected month.

If jan 2019 is selected, then Current Year is 2019. If Dec 2018 is selected, Current Year is 2018.

 

Really appreciate your help!

 

Valérie

 

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Moderator v-yuezhe-msft
Moderator

Re: YTD graph until selected month

@VSchepens,

Please create a new date table using dax below. Please note that there is no relationship between the new date table and other table.

Calendar = CALENDARAUTO()

 

Then create the following measures in your table.

YTD = TOTALYTD([Total Turnover MSCI];'Date'[Date])
NewMeasure= var Ldate = MAX('Calendar'[Date])//Last date

return

         if(min('Date'[Date])<=Ldate;
                   [YTD])


At last, use date field of the new date table('Calendar'[Date]) to create slicer, create a line chart using 'Date'[Date] field and NewMeasure.

Regards,
Lydia

 

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
1 REPLY 1
Highlighted
Moderator v-yuezhe-msft
Moderator

Re: YTD graph until selected month

@VSchepens,

Please create a new date table using dax below. Please note that there is no relationship between the new date table and other table.

Calendar = CALENDARAUTO()

 

Then create the following measures in your table.

YTD = TOTALYTD([Total Turnover MSCI];'Date'[Date])
NewMeasure= var Ldate = MAX('Calendar'[Date])//Last date

return

         if(min('Date'[Date])<=Ldate;
                   [YTD])


At last, use date field of the new date table('Calendar'[Date]) to create slicer, create a line chart using 'Date'[Date] field and NewMeasure.

Regards,
Lydia

 

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.