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akhancertus
Frequent Visitor

very urgent help needed

Hi,

I have scenario where Sales amount should be display based on the report filter.  Example we have sales data on monthly basis and user can select a month from report filter.  Related information is showing perfectly except one column which shows total sales as of the date (accumulated total as of selected date) which is selected at report filter.

 

We have two tables, one is fiscal year:

Year ID              2018

Month Name   Jan-2018, Feb-2018, March-208.....

Period ID         1,2,3,4/.......

 

Second table : sales table

Month Name   Jan-2018. Feb-2018, Mar-2018.....

Period              1,2,3......

Sales Value      $$$$,$$$$,$$$$

 

Now when user select Mar-2018 from report filter, accumulated value should show (Jan2018 + Feb-2018 + Mar-2018) and if user select June-2018 then (Jan to June).

 

Please help.

1 ACCEPTED SOLUTION
v-yulgu-msft
Employee
Employee

Hi @akhancertus,

 

Make sure there is no relationship between fiscal year table and sales table. Add [Month Name] from fiscal year table into slicer.

 

Add below measure into visual level filter and set its value to 1.

check measure = IF(SELECTEDVALUE(SalesTable[Period])<=MAX(FiscalTable[Period ID]),1,0)

1.PNG2.PNG

 

Best regards,

Yuliana Gu

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

View solution in original post

2 REPLIES 2
v-yulgu-msft
Employee
Employee

Hi @akhancertus,

 

Make sure there is no relationship between fiscal year table and sales table. Add [Month Name] from fiscal year table into slicer.

 

Add below measure into visual level filter and set its value to 1.

check measure = IF(SELECTEDVALUE(SalesTable[Period])<=MAX(FiscalTable[Period ID]),1,0)

1.PNG2.PNG

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Ashish_Mathur
Super User
Super User

Hi,

 

We can solve the problem with just the second Table.  Paste the second table such that i can paste that data into an Excel file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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