Change measures and switch MTD/YTD using slicers in Power BI || Zebra BI Knowledge Base

Learn to dynamically switch time periods such as MTD/YTD and change measures. There's a great DAX function for that: SWITCH. Watch the video to see how you can apply it to your reports.

By adding measures to slicers, end-users can interact with your Power BI reports and better understand what is shown.

00:00:00 Intro
00:00:45 Create the SWITCH to change between Periodic and YTD view
00:08:17 Create one dynamic visual
00:24:22 Outro

For more detailed instructions & a PBIX example, please visit:
📝 Adding dynamic measures to Power BI reports

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[nimanthu]

I really loved the way you explained it . very clear. thanks a lot... Nimantha from Sri Lanka

[MnisKmr]

How have you created sales scenerio measure?

[RazvanMirea-sery]

Great tutorial! Thank you very much for sharing this valuable information.
I have tried and it’s working properly!
I have only one question, I don’t know how to solve it :
If I set 1 button to chose sales (either QTY’s or Value/Euro) I need to appear currency when I press for Value.
Could be possible to set in the same function “whole number “ for qty’s and “currency” for Value ?

Dax formula:
Current Year Sales ( QTY’s vs Value/Euro)=
Switch(
[QTY’s or Value Selection],
1, [Current Year QTY’s],
2, [Current Year Value]
)

Thank you!

[reggieo]

Thank you so much for this tutorial. Just what I needed. Just curious, is it possible to select more than measure? For example, is there a way to have both revenue and cost showing in the visual?

[gxsoft]

Thanks a LOT Andrej & Team I enjoy your videos and learn about Zebra BI but PowerBI too, thanks

[music_for_relaxation]

Thank you very much! Such a clear explanation

[arcus]

Hi, we have implemented the aproach you presented here but with a lot of modifications. We have a disconnected tables for Month/YTD/MTD, Currency selection (2 possible), Plan type (3 possible), Forecast type (2 possible), Cost type (2 possible) and KPIs (23 possible). We use nested SWITCHes for calculating AC, PL, PY, FC. Unfortunatelly our model started to work very slow. Do you have any idea how so complicated SWITCHes work? It looks like they evaluate every possible combination even if the result is not going to be used. When we put these 4 scenarios into Zebra table the visual refreshes very slow. At the same time it works fine in Zebra chart (same values, groups, categories in both visuals). Why is this happening?

[mohamedaboobackersiddique]

Thank you for your great tips. is it possible to have custom 445 calendar measure(sales) which can be shown dynamically? I tried dateadd function but it's doesn't work with 445

[keviny]

Great video and appreciate you walking us through the steps to set-up & create. One issue I have. I have my PBI slicers for Month and Year set to 7 (Jul) and 2022. I've confirmed my Switch, tied to my MTD/YTD buttons are working correctly. When using the Zebra BI Table visual (v5.4.0) and I click on the MTD button, the visual shows Jul MTD data. However, if I click on the YTD button the visual does not change, it still shows the Jul numbers. Again I've confirmed my SelectedCalc is 2 (YTD). If I remove 7 (Jul) from the PBI slicer then my YTD numbers show. Below is my SWITCH statement, which uses an AGG table. It seems the PBI month slicer for some reason is overriding my YTD switch DATESYTD statement. Thoughts?

Rewards AC Switch = SWITCH([Selected],
1, SUM(AggFactTable[NonSumCount]),
2, CALCULATE(SUM(AggFactTable[NonSumCount]),

Summary:
YTD - If my PBI Year Slicer is set to 2022 and Month slicer is ALL, I see my YTD numbers in the visual. All Good
MTD - If my PBI Year Slicer is set to 2022 and Month slicer is set to 7 (Jul), I see my MTD is the visual. All Good However, if I click on the YTD button the visual remains with Jul only data. I have to clear out the PBI Month slicer to see YTD numbers again.

[packpack]

Very useful feature. Thank you.

I've seen also your other P&L statement examples. I wonder how do you deal with multiple columns for each position in P&L statement and show % share of Turnover for each cost position, so you can compare structural change AC vs PY? I haven't found a case like this yet.

[mohshalsh]

How could i generate a dynamic table of Current/YTD/MAT with multiple selections of year month slicer?

[jatindersingh]

I really loved the way you explained it . Very smooth

[danuareehusen]

If I want to set a slicer month to be a
Current month .

Can I do that ? If I can How can I do that ?

Thank you😅

[gauravaga]

Through above example I have worked for YTD & PYTD . But It reports current YTD but in PYTD no number is coming, through following formula PY = CALCULATE(Sheet1[CY], DATEADD(Sheet1[Date], -1, YEAR)). Kindly help me to solve it.

[AhmedSallaam]

When selecting a month let's say Oct. the filter override the monthly or YTD calculation and shows only Oct. am I doing anything wrong?

[ahmedsenosy]

Very useful and efficient
Thanks A LOT !!!

[jitendratrivedi]

Nicely explained. Love zebra BI visuals.

[AitorZapirain]

The power and beauty of disconnected love them as much as your visuals