How to calculate amount from the filter month and all future month in the filter year?

[JP08]

I have requirement to show sale amount from current filter date and year until the last month of the year.

Start Date	Amount
01-Jan-2023	1000
01-Feb-2023	500
01-Apr-2023	2000

From the table, the requirement is If I select period Jan-23 report will show

Jan-23	Feb-23	Mar-23	Apr-23	May-23	Jun-23	Jul-23	Total
1000	500	0	2000	0	0	0	3500

If I select period Feb-23 report will show

Jan-23	Feb-23	Mar-23	Apr-23	May-23	Jun-23	Jul-23	Total
0	500	0	2000	0	0	0	2500

Can anyone help use to create measure for this requirement?

Regards,

JP

[Anonymous · Accepted solution]

Hi @JP08 ,

Please try below steps:

1. below is my test table

Table:

Table2:

2. cretae a  measure with below dax formula

Measure =
VAR _sd =
    SELECTEDVALUE ( 'Table'[Start Date] )
VAR _a =
    SELECTEDVALUE ( 'Table 2'[Date] )
VAR _val =
    CALCULATE ( MAX ( 'Table'[Amount] ), 'Table'[Start Date] = _a )
VAR _val1 =
    IF ( ISBLANK ( _val ), 0, _val )
VAR _b =
    FILTER ( ALL ( 'Table' ), [Start Date] >= _sd )
RETURN
    IF (
        ISFILTERED ( 'Table 2'[Date] ),
        IF ( _a < _sd, 0, _val1 ),
        SUMX ( _b, [Amount] )
    )

3. add a slicer with Table field, add a matrix with Table2 field and measure

Please refer the attached .pbix file.

Best regards,
Community Support Team_Binbin Yu
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