YTD graph on page with period filter (mth year)

DAX DAX Calculations
1

Hi, I have a page with a filter for mth / year, say Dec 2019.

I would like to include a graph showing performance year to date based on my sales measure.

30 Sales L2 YTD =
CALCULATE([30 Sales L2];DATESYTD(Dates[Date]))

The graph only shows the December month though, I have tried overriding the filter on the visual, but couldnt make that work. Any advise very welcome.

PS… super impressed with this fabulous site, thanks so much Sam :slight_smile:

2

Hi @lvlandmark

Please see: https://forum.enterprisedna.co/t/does-your-support-question-have-everything-required-to-be-answered-effectively/3953

How is this measure calculated?
[30 Sales L2]

Can you provide a sample PBIX? That’s always helpful to the users providing support on the forum.

3

Hi Melissa, OK, I can do that. But just to explain the measure calculates sales year to date based on the month I select, and this works fine when I put it in a table I get the correct number… so thats all good.

My challenge is that I wanted make a graph on the same page to show sales in each month, but the graph only shows the selected month, I wondered if there was a way to override the page filter to expand the graph to show more months.

4

Hi Laura,

So I guess it’s imporant to understand why you’d need a page level filter on month/year?
Can you elaborate on that - thanks

5

Sure. I have a page showing profit and loss results, this year (YTD) and last year (LYTD). I also have a balance sheet with an outgoing balance per year to date. This is all determined by the period selected in the slicer. So if you select dec 2019 for example you effectively get a P&L & BS for the whole year, but if you select jun 2019 you get a PL and BS for half a year.

This all works really well.

I would like to include a graph to visualize the sales performance for each month in the year, and this is where it stops up as my graph will only return the result for the selected period instead of each period YTD, so Jan-Jun, or Jan-Dec (or whatever) in the relevant year.

Maybe I am trying to achive the impossible?!

6

Well a slicer is not the same as a page level filter. Can you try this:

  1. select your slicer
  2. on the ribbon go to Format / Edit interactions
  3. set the interaction to None for the graph visual you want to exclude
7

Hi @lvlandmark, we’ve noticed that no response has been received from you since February 02, 2020. We just want to check if you still need further help with this post? In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved. If you have a follow question or concern related to this topic, please remove the Solution tag first by clicking the three dots beside Reply and then untick the check box. Thanks!