Completed YTD Total query

[Anonymous]

Hi I want to add a filter note that will only sum the total for the completed months. My existing DAX code is:

Current Year Transactions = CALCULATE (

SUM (VW_Transactions[transaciton_id] ),

FILTER (

'Date',

'Date'[MonthNameShort] = 'PBP Forecast'[Month Only] && 'Date'[Year] = year(today()))

)

Please could you advise?

[v-yanjiang-msft]

Hi @Anonymous ,

Has your problem been solved? If not , could you please provide more about your sample? What's completed months means?

Best Regards,
Community Support Team _ kalyj

[amitchandak]

@Anonymous , You can use date table and time intelligence

Current Year Transactions = CALCULATE (
SUM (VW_Transactions[transaciton_id] ), datesytd('Date'[Date]))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA