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DLamarche's avatar
DLamarche
Helper I
6 years ago
Solved

About TOTALMTD

Hi All!

I have registered to Udemy for a DAX intro course (and the course is really bad!). In one exercise I need to use TOTALMTD to show the sales for all month in a year and next to it the running sum for each day that month. Sounds so simple. In Excel I'll do that in one minute (or less). I've been looking for over 2 hours all over YouTube and no one have a simple tip to make it work (but lots of demos though).

I have a Sales table and a Return table. I easily manage to create a Measure Net:=SUM(Sales - Returns) ... keeping it simple here.

I do have a valid Date table BTW.

I tried so many things that I am a bit tired... However, I'm a fighter and I love playing with that stuff.

I tried the expression: MTD:=TOTALMTD(SUM(invoice[Total Sale]),'Calendar'[Date]) to no avail. I saw a few places where they use CALCULATE but the tutorial does not say a thing about CALCULATE.

Below is the result I'm after.

 

Jan

SalesMTD
1/1$118,635$118,635
2/1$132,796$251,431
3/1$140,501$391,932
4/1$130,113$522,045
5/1$158,950$680,995
6/1$133,316$814,311
7/1$156,321$970,632
8/1$118,691$1,089,323

 

I would have prefer to use the Net Sales (Sales - Return) but I can tackle this after Phase I works

I may completely be in the left field but I was hoping that the MTD column would show a Cummulative. I am discouraged coz I always thought that I can grasp things rather quickly!!  8-(

I appreciate a tip.

 

Tks,

Daniel

  • Hello Rajulshah,

    To be honest I was trying this in Excel PowerPivot but my understanding would be that DAX is DAX in BI and in PP in Excel data model. When I do the Pivot Table the second column is not a cummulative if the transation that month.

    Okay, I'll try one more time and I will be extremely careful to use that formula (except for the field names). and get back to you.

    Thanks for getting back to me Rajulshah. 🙂

     

7 Replies

  • rajulshah's avatar
    rajulshah
    Resident Rockstar

    Hello DLamarche ,

     

    Well, your formula works as you want it to work. I am unable to understand the issue.
    Please see below formula that I tried with sample data.

    Please explain your issue in detail. 

    • DLamarche's avatar
      DLamarche
      Helper I

      Hello Rajulshah,

      To be honest I was trying this in Excel PowerPivot but my understanding would be that DAX is DAX in BI and in PP in Excel data model. When I do the Pivot Table the second column is not a cummulative if the transation that month.

      Okay, I'll try one more time and I will be extremely careful to use that formula (except for the field names). and get back to you.

      Thanks for getting back to me Rajulshah. 🙂

       

    • DLamarche's avatar
      DLamarche
      Helper I

      Hello Rajulshah,

       

      Thank you for your help, I redid it very carefully. Now it works. Thank you very much.

      I used the formula: MTD:=TOTALMTD(Sum([Total Sale]),'Calendar'[Date]) I think I used a faulty measure instead of "Total Sales".

       

      Now can I ask you a small favour? Now what is happening is that the total for each month is the same in both column.

      2019  

      January119,107$119,107
      February133,046$133,046
      March141,251$141,251
      April130,763$130,763

       

      And the total at the end of the year is wrong in the MTD column:

      November143,528     $143,528     
      December130,417$130,417
      2019 Total1,613,049$130,417

       

      I understand that the MTD is fine but I should use TOTALYTD (I think) for the yearly total right?

      Am I on the right track? I am very new to this but I love it alot!

       

      Oops I will try to go back to the previous post and mark it a "Great" for you. I didn't know that posting to your answer would create another post!!

      Daniel

      • rajulshah's avatar
        rajulshah
        Resident Rockstar

        Hello DLamarche ,

         

        So do you want cumulative total by months? Can you provide an image that shows the month, it's sales and the value of the measure?