I would like to calculate a ratio (cumulative month by month) : nb customer who have paid/nb customer who have to pay, for each year
I got my list of customers with the paiement date (or empty if not paid) :
customer (Num_Tiers) | year (Année) | amount awaited (Objectif) | YYYY_MM paiement (Période_Télédéclaration) | Paiement date
I would like a graph, month by month (axis X), with the ratio (axis Y) nb customer who have paid/nb customer who have to pay. One line for each year (2019 and 2020).
I tried this :
Go to Solution.
It seems your formula is not correct.
DATESYTD resets every year. If the goal is to sum values over more than one year, then DATESYTD is no longer useful.
Please learn how to create formula for cumulative total from links below:
If you have any problems, feel free to let me know.
View solution in original post
You can use datesytd and totalytd with date date to get these.
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31"))
This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR('Date'[Date])),"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Last YTD complete 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))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer : https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions https://www.archerpoint.com/blog/Posts/creating-date-table-power-bihttps://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
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There is 2 paiement periods.
customer | year | budget | paiement date 2019 | paiement date 2020
CRM-002| 2019 | 4520€ | 2019_02 | 2020_01
CRM-002| 2020 | 4000€ | 2019_02 | 2020_01
First of all, do I need to fill once time the paiement date like this :
CRM-002| 2019 | 4520€ | 2019_02 |
CRM-002| 2020 | 4000€ | | 2020_01
Yes I have a DATE Table and the relation is on YYYY_MM column (cause my Date Table don't hab every calendar date - the unique value is the YYYY_MM and the first day of every month)
Would you like the result as below:
YTD will give cummaltive. You should create complete calendar.
Now if you have only YYYY_MM in you table convert to date like this
using time intelligence will be a better idea.
No way! Am I dumb?! 😄
My measure :
Please make sure from the date table you are using the date that is joined with fact or marked as the date while making it the "The date"table.
I had made mistake in past using another date column from date table, which was also a date.
Refer to this file. It has quite a few formulae. Please check the one you need. Keep on removing the pages you don't need
For date, calendar step refer: Decoding Direct Query - Time Intelligence.
In import, you have the option in data tab
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