YTD & FYTD Graph

[BCS]

Hi, i have created some analysis slicers “Month”, “YTD”, “FYTD” and “PTD” which i am using in conjunction with the month and year slicers from my date table to showcase actuals against budget etc for the specified analysis period, this all works well no problems here.

But i want to showcase some of the values in a bar chart so for example when i choose “YTD” i want the bar chart to show the values up to the selected month. So if i have “May-20” selected i want the graph to show the values by month up to May-20 but becuase i have a date slicer on my page when i load in my months from my date table the graph as you would expect filters down my graph just to the month selected. I tried turning off interactions between my month slicer and my graph (see pic below) but then all the months show which isn’t correct either, now that i am wrtiting this out i’m thinking i need a seperate date table is that right? Any help would be much appreciated, thanks.

[Melissa]

Hi @BCS,

Yes a disconected date table used to harvest date selections is the way to deal with this type of scenario. You’ll find many examples of that on the forum, just use the Search option in the upper right of your screen, to get you started here are two examples.

How to add a date slicer to existing report with measures

What do I need to add to make it zero instead of Blank?

Cumulative Transactions

As Greg rightly said you would need a disconnected table for this, the logic behind this is that: behind the scenes SUMMARIZECOLUMNS prepares the matrix and when you have a selection on a slicer then that code will filter query generated by SUMMARIZECOLUMNS, which will result in only those months that are selected in a slicer. Before your DAX code in PBI starts working, SUMMARIZECOLUMNS has completed its task and gives you a matrix visual on which your DAX code has to work/iterate, so in orde…

And this recent video by Brian.

Dynamically Subsetting Table Visuals In Power BI

I hope this is helpful

[BCS]

Thanks you Melissa