How to calculate a "Month To Date" for a specific month?

[Anonymous]

Hi, Dears, I have a detailed sales detailed data for a period, say latest 13 month from Aug.01, 2019 to Aug.31,2020. Now I need to calculate the following data:

(1) Last month's MTD sales amount by day 

(2) the previous 12 months (before last month) average average MTD sales amount by day.

And I need to put them in one chart for comparasion. like this:

For last month, it is easy, I have finished it by set up a calendar and used TOTALMTD function.

The problem is how to calculate the previous 12 months' average MTD?

I'm thinking that I could calculate each month' MTD, Say, I can calculate the MTD sales amount for Jul2020, Jun2020... and then calculate it.

Yet, I didn't find a way to calculate MTD for a specific month. May I have your help on this? Thanks a lot.

[amitchandak · Accepted solution]

@Anonymous , with datesmtd and  time intelligence

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

Power BI — MTD
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e

If you view by month MTD might work. Refer to how YTD is forcefully controlled in this

https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

[Anonymous]

Hi, amitchandak, The solution works! Really appreciate your help!