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Anonymous
Not applicable

DAX value is not connected to the slicer

I need dax to add up MTD revenue.
The meaning is like this, when the year slicer is clicked it will add up the actual revenue from that year, but when the month slicer is clicked it will add up the actual revenue from the beginning of the year up to the month clicked earlier. For example, when the August slicer is clicked it will add up from the beginning of January to the end of August. However, when the slicer is not clicked it will add up from the beginning of the current year to the present.

Here is my current DAX,

Actual Revenue OI & FOI from MTD this year =
SUMX(
    FILTER(
        'Detail Project',
        'Detail Project'[Month] <= DATE(YEAR(TODAY()), MONTH(TODAY()), 1) &&
        'Detail Project'[Month] >= DATE(YEAR(TODAY()), 1, 1)
    ),
    'Detail Project'[Actual Revenue]
)

do you have a solution?

6 REPLIES 6
lbendlin
Super User
Super User

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

Anonymous
Not applicable

Here is an example of the data that I will display in Power BI, so there are 3 slicer job numbers, years, and months. When slicer years are pressed, it will add up the actual revenue of all months in that year, but when months are pressed, it will add up the beginning of the month of the year to the month pressed.

Job NumberMonthYearsActual Revenue
A.23.1012January 20232023                                     -  
A.23.1012February 20232023                                     -  
A.23.1012March 20232023                    61.192.658
A.23.1012April 20232023                  195.816.504
A.23.1012May 20232023                  114.226.294
A.23.1012June 20232023                    36.715.595
A.23.1012July 20232023                                     -  
A.23.1012August 20232023                                     -  
A.23.1012September 20232023                                     -  
A.23.1012October 20232023                                     -  
A.23.1012November 20232023                                     -  
A.23.1012December 20232023                                     -  

What should happen if multiple years are selected?

Anonymous
Not applicable

summing up the selected years

Let's say you have two years and  two months selected?

Anonymous
Not applicable

Summing from the beginning of the year of the selected year to the last month of the most recent year selected, get it?

I'm open to other suggestions

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