topic MTD - Calculation not working in DAX Commands and Tips

MTD - Calculation not working

andrewb95 — Wed, 15 Sep 2021 16:29:34 GMT

Please see the image above, I have attempted to calculate the count for the month to date as you can see. I would expect on the 15/09 as I am perfoming this calculation it should return 145 adding up all the values in red. However for some reason it is only providing 2. Can you advise why.

FYI: The field types are Whole Number and Date respectivly.

Re: MTD - Calculation not working

amitchandak — Wed, 15 Sep 2021 16:47:51 GMT

andrewb95 , You should always use date table joined with date of your table

calculate(sum('Total -Count'[Count]), datesmtd('Date'[Date]))

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Re: MTD - Calculation not working

CNENFRNL — Wed, 15 Sep 2021 20:02:03 GMT

= CALCULATE( SUM( 'Total-Count'[Count] ), DATESMTD( 'Total-Count'[Date] ), REMOVEFILTERS( 'Total-Count'[Date] ) )

Re: MTD - Calculation not working

andrewb95 — Thu, 16 Sep 2021 08:44:44 GMT

Hi Amit,

When creating a relationship to the date table (which I have updated as indicated above) the value actually changes to null so this is very unusual.

Re: MTD - Calculation not working

v-kkf-msft — Mon, 20 Sep 2021 05:19:30 GMT

Hi andrewb95 ,

I could not reproduct your problem. Maybe you can try the following measures:

Measure1 = CALCULATE( SUM('Total - Count'[Count]), ALL('Total - Count'[Date]), DATESMTD('Total - Count'[Date]) )

Measure2 = CALCULATE ( SUM ( 'Total - Count'[Count] ), FILTER ( ALL ( 'Total - Count' ), 'Total - Count'[Date] <= TODAY () && 'Total - Count'[Date] <= MAX ( 'Total - Count'[Date] ) && FORMAT ( 'Total - Count'[Date], "yyyymm" ) = FORMAT ( MAX ( 'Total - Count'[Date] ), "yyyymm" ) ) )

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

Best Regards,
Winniz

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: MTD - Calculation not working

v-kkf-msft — Tue, 28 Sep 2021 09:03:11 GMT

Hi andrewb95 ,

Has your problem been solved? If it is solved, please mark a reply which is helpful to you.

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

Best Regards,
Winniz

Re: MTD - Calculation not working

Anonymous — Tue, 18 Jun 2024 18:45:33 GMT

MTD =

CALCULATE (

SUM ('table'[Count]),

FILTER (

ALL ('table'),

'table'[Date]<= MAX ('table'[Date]))

)

this formula works for me and if you want to add the specific filter please add after ALL

MTD =

CALCULATE (

SUM ('table'[Count]),

FILTER (

ALL ('table'),'table'[Defect Category - 1]="KK"&&

'table'[Date]<= MAX ('table'[Date]))

)