Help with a DAX YTD Cummulative Query

[Midway]

Hi there, 

I'm trying to show in a card the YTD Sales budget in a cummulative way. So when a Month (data point) is selected in a Bar Chart, the Card is supposed to show the Cummulative Sales budget for the month. So from the table below, if January is selected, the Card will show 10, if February is selected the card will show 23 or so on. If no selection, the card will show the sum of all months in the table.

Can someone help me to figure this out? 

Date	SaleBudget
2025-01-31	10
2025-02-28	13
2025-03-31	50
2025-04-30	20
2025-05-31	30
2025-06-30	90
2025-07-31	30
2025-08-31	65
2025-09-30	45
2025-10-31	20
2025-11-30	78
2025-12-31	65

Many thanks in advance!

[ThxAlot]

Bring your DAX skill to the next level.

[Jihwan_Kim · Accepted solution]

Hi,

Please check the below picture and the attached pbix file.

I tried to create a sample pbix file like below.

One of ways is using DATESYTD DAX function in the measure.

DATESYTD function (DAX) - DAX | Microsoft Learn

Sales Budget YTD: = 
CALCULATE (
    SUM ( budget[salesbudget] ),
    DATESYTD ( 'calendar'[Date], "12-31" )
)

[Deku]

Var maxdt = max(table[date])

Return

Calculate (

Sum( table[sales budget]),

Table[date] <= maxdt &&

Year(Table[date] ) = year(table[date])

)