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icdns
Post Patron
Post Patron

Year To Date percentage

Hello, 

 

I would like to get the YTD% Percentage line on my line and clustered visual. I have no month filter selected. On my balance inquiry. I want my YTD% to be divided by the maximum available number of months instead of adding the 4 months. Capture.PNG

 

YTD% value must be: 
(97.44 + 97.58 + 100 + 99.56 = 394.58% ) / Available Maximum Month = 98.65%
1 ACCEPTED SOLUTION
AliCemO
Helper I
Helper I

you can calculate the % YTD with many measure types.

 

My solution is first measure the YTD and divide it to max dates. FYI, my calendar tables name is Dates.

 

YTD = TOTALYTD('your ytd table'[your YTD value],’Dates'[Date])

 

YTD% = CALCULATE(SUM('your ytd table'[your ytd column]) / MAX(Dates[Date])). 

 

and define the measure type to percantage.

 

I hope it helps.

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3 REPLIES 3
AllisonKennedy
Super User
Super User

@icdns
What is your current measure for YTD%?

I would divide by count of months, so that it will work for selected month as well as total column:
YTD% New = DIVIDE([YTD%], COUNTROWS(VALUES(DimDate[Month])))

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AliCemO
Helper I
Helper I

you can calculate the % YTD with many measure types.

 

My solution is first measure the YTD and divide it to max dates. FYI, my calendar tables name is Dates.

 

YTD = TOTALYTD('your ytd table'[your YTD value],’Dates'[Date])

 

YTD% = CALCULATE(SUM('your ytd table'[your ytd column]) / MAX(Dates[Date])). 

 

and define the measure type to percantage.

 

I hope it helps.

AntrikshSharma
Resident Rockstar
Resident Rockstar

Simply divide the YTD measure by MAX ( Dates[Month Number] )

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