I am hoping to find details on how to create a calculated data field that would return a measure value from a specific data plus the sum of a second measure value. Please see the image below for the two report requirements to calculate Total Leads YTD using the Existing Leads value from the first week of the Year plus the New Leads YTD value for the Monthly Total Leads YTD value.
I would greatly appreciate any help regarding how to create the Total Leads YTD calculated field for the two report examples below. Thanks.
@Philip Crockett You can accomplish this with either table or LoD calculations. It would be easier to assist you if you provided a packaged workbook (twbx). If you need to anonymize your data, this video provides directions.
You can also check out Jim Dehner's blog post 5 Ways to do YoY and YTD – (jimdehner.com)
