Get MTD/YTD from only last date of the month and add to total MTD/YTD if the current is not finished

[jdw_msft]

Hello everyone, i have data source that come like this:

month januarymonth marchmonth februarymonth april

the visual slicer

mtdytd

I want to get MTD only from last date of the month (from sales_running_sum column, i.e. 31/01/2024 is 104, etc.) or latest date from current month/current year and also sum YTD from MTD. And if the the month is not finished it'll be added to running MTD and YTD too. And also the slicer is divided into three sections (date, month, and year)

Is there any solution that can i implement it?

[Selva-Salimi · Accepted solution]

Hi @jdw_msft ,

you can write the measures like:

MTD := calculate(sum(sales_running_sum), filter(table, date=max(date)))

and

YTD := var tbl1=summarize(table, year(date),month(date), "mtd",maxx(filter(table,date=max(date)),sales_running_sum));

             retrun sumx(tbl1,mtd)

If this post helps, then I would appreciate a thumbs up  and mark it as the solution to help the other members find it more quickly. 

[jdw_msft]

I try to implement it and it doesn't work like i'm expected.