{"id":1294,"date":"2020-06-15T07:05:31","date_gmt":"2020-06-15T07:05:31","guid":{"rendered":"http:\/\/bi.unija.com\/en\/?p=1294"},"modified":"2020-08-17T13:52:31","modified_gmt":"2020-08-17T13:52:31","slug":"monthly-and-ytd-slicer-in-power-bi","status":"publish","type":"post","link":"https:\/\/bi.unija.com\/en\/monthly-and-ytd-slicer-in-power-bi\/","title":{"rendered":"Monthly and YTD Slicer in Power BI"},"content":{"rendered":"

For Power BI Desktop version 2.76.5678.782 (January\u00a02020).<\/em><\/p>\n

We usually want to track business data like revenue, plan and forecast on a monthly or YTD basis. YTD or Year to Date<\/em> is a function, that aggregates data from the beginning of the year up to the current month. We’re usually interested in both views. We can create a slicer, that enables us to simply switch between both views.<\/p>\n

Entering data with Enter Data<\/h1>\n

We start by creating a table in Data<\/em> view of Power BI. We select Table Tools > New Table<\/strong>. We enter a table as shown on the image below and name it Calculation<\/em>.<\/p>\n

<\/p>\n

We don’t connect the table to any of the other tables, we need it solely for the purpose of the slicer.<\/p>\n

Inserting the slicer<\/h1>\n

We switch the view to Report <\/em>and insert the slicer. We check the Calculation<\/em> field on the field list and select the List<\/em> view on the slicer. We change the shape of the slicer. We set the orientation to Horizontal<\/em> and manually change the shape, until we get two buttons like on the image bellow.<\/p>\n

<\/p>\n

Switch function<\/h1>\n

We insert the SWITCH() function into a measure we want to observe. In our example we’ll use the measure Actual<\/em>. We change the formula of measure Actual by inserting the following scenarios:<\/p>\n

    \n
  • In case of selecting Monthly<\/em> in the slicer, the table Calculation<\/em> will filter and the only value left in the Calculation[ID] will be 1. We’ll use 1 instruct the SWITCH() function to display the sum of current month.<\/li>\n
  • In case of selecting YTD<\/em> in the slicer, the table Calculation<\/em> will filter and the only value left in the Calculation[ID] will be 2. We’ll use 2 instruct the SWITCH() function to display the sum of values from the beginning of the year up to current month.<\/li>\n<\/ul>\n

    The whole formula for the Actual<\/em> or AC<\/em> measure is:<\/p>\n

    AC = CALCULATE(<\/strong><\/p>\n

    switch(<\/strong><\/p>\n

    min(‘Calculation'[ID]);<\/strong><\/p>\n

    1;sum(Sales[Value]);<\/strong><\/p>\n

    2; CALCULATE(sum(Sales[Value]);DATESYTD(‘Calendar'[Date]))<\/strong><\/p>\n

    )<\/strong><\/p>\n

    ;Sales[Scenario]=”AC”<\/strong><\/p>\n

    )<\/strong><\/p>\n

    We can now a plot for the AC measure. Using the Monthly\/YTD slicer we can quickly observe the data in both views.<\/p>\n

    <\/p>\n

     <\/p>\n","protected":false},"excerpt":{"rendered":"

    For Power BI Desktop version 2.76.5678.782 (January\u00a02020). We usually want to track business data like revenue, plan and forecast on a monthly or YTD basis. YTD or Year to Date is a function, that aggregates data from the beginning of<\/p>\n","protected":false},"author":5,"featured_media":1208,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3],"tags":[8],"class_list":["post-1294","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-intermediate","tag-power-bi"],"acf":[],"yoast_head":"\nMonthly and YTD Slicer in Power BI - Unija Smart<\/title>\n<meta name=\"description\" content=\"We're usually interested in monthly as well as YTD view of our business data. We can create a slicer that enables us to simply switch between both views.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bi.unija.com\/en\/monthly-and-ytd-slicer-in-power-bi\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monthly and YTD Slicer in Power BI - Unija Smart\" \/>\n<meta property=\"og:description\" content=\"We're usually interested in monthly as well as YTD view of our business data. 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