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tanct
Regular Visitor

running total (PM Total and PYM Total)

Hi All,

 

Could you please asssist on how to populate the Previous Month (PM) Running Total and PYM Running Total as highlighted.

No problem with the MTD running total.

 

Report saved here for your easy reference:-

https://drive.google.com/open?id=0B_Wuqq42mXSEc3hYVXB6el82YjA

 

Thanks in advance.

 

2017-11-03_15-54-57.png

3 REPLIES 3
v-yuezhe-msft
Employee
Employee

@tanct,

 Do mask sensitive data before uploading PBIX file.

In your scenario, turn off stepped layout under Row header of Matrix visual, then drill down the visual, the PM and PYM will show correct values.
1.JPG

For more details, please review this modified PBIX file.

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.

Dear Lydia,


Thank you for your attempt in resolving this, however, the running total for PM and PYM are not shown for the highlighted cells, could it be done?

Basically I want the MTD figure for MTD, PM and PYM report side by side for each calendar day.

Hopefully you could assist me on this matter.

Thanks.

 

2.png

@tanct,

In your original screenshot, when you drill down into the Day level, the MTD values of all years and all months are aggregated, how would you make the visual to distinguish which MTD value is for PM and which MTD value is for PYM?

Please check the following table visual, only when you include Year, Month, Day, Reformat and MTD measure in same level, the Reformat field and MTD values make sense. Thus, in your Matrix visual, turn off stepped layout, and drill down to combine Year, Month, Day in same level, MTD can show correct values for each reformat level. 
1.JPG

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.

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