Need to create WTD (week to date) totals.

[shophoney]

Hi I need a way to create WTD (week to date) totals.

I have a DAX formula for the sales. But can't figure out how get weekly totals from Monday to Sunday.

Thanks

 

[Oeldere]

add the weeknumber in your data e.g. with a formula.

after that you can use pivot table to get the WTD totals.

 

[shophoney]

Ok. Thats a great idea.

Now the problem would be I'm having my report display the months sales. But I want it to automatically show this weeks WTD totals.

So I've had my slicer show August sales and below i would like it to show the current weeks WTD sales recap.

Without having to select another slicer to show the current week. Can I have it default to the current weeks sales or last weeks WTD sales.

I want the user interface to be very simple for my staff.

Thanks

 

[Oeldere]

You have to consider that not all weeks are in the same month.

How you gonna solve that problem?

 

[shophoney]

You have to consider that not all weeks are in the same month.

How you gonna solve that problem?

That is true.

I would like my August numbers displayed now as I've selected August. But under the WTD section i want the current week or last week. And if it is part of another month to still display that.

 

[Oeldere]

In that case I would solve that adding the month in filter box and the weeks in the row-box.

for the WTD add the values in the valuebox => valuaformat => second tab => 11th choise (for the WTD).