Drill through - YTD details

[Julia1234]

Good Day,

The report has "master" page with several slicers: Year, Month, Project, Category, Site;

This page also has matrix which uses drill thru.
Project             |    YTD Sales

    Category     |

Services

     Installation |    1000 

     Config        |     200

     Asses          |      100

The Details page (Drill Thru landing page) includes Project  and Category drill thru fields and shows invoice details:

For example, with slicers Year=2023 Month=5 Site =NY, CA

Year  | Month | Site        | Project   | Category| Customer| Invoice #| Invoice Total

2023 |    5       |  NY        |Services  |  Config   |  ABC        | INV01     | $50

2023 |    5       | CA         |Services  |  Config   |  XYZ         | INV02     | $70

The ask is Details page to show YTD (or year to month) transactions only - so for the slicer listed above (Month =5) the details should include months:1,2,3,4,5.
How this could be achieved?
Thank you!

[Julia1234 · Accepted solution]

Found the solution  https://www.accountingweb.co.uk/business/financial-reporting/how-to-add-a-ytd-drill-through-to-your-...

, posting it here, maybe this will be useful for anyone else.
in my case I created mesure to Sum invoice amt:
SumOfSales = SUM(Invoices[Invoice Total])

then created YTD measure and used it in Details page:
Sales YTD = CALCULATE ([SumOfSales],FILTER (ALL(Calendar), AND (Calendar[Date]<=MAX(Calendar[Date]), Calendar[Year]=Max(Calendar[Year])
)))

*Calendar table is used in Year, Month slicers. Calendar and Invoice tables connected be [Date] key field.

* all date fields in the Details page were from Invoices table and not Calendar.