MTD with Data Past the Current Month

[Mandalorian]

In my report, I use the switch function to change my formulas to MTD and YTD. My MTD does not pull the correct month. I think this is because I have a data set with actuals to the current month, but it has forecast and budget numbers for the full year. Is there an easy way to fix this issue?

My current workaround is filtering the data for the last month from a different data set that goes up to the current month. This makes my measure long and slow.

[amitchandak]

@Mandalorian , Check if these options can help

Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-C...

Distributing/Allocating the Yearly Target(Convert to Daily Target): https://community.powerbi.com/t5/Community-Blog/Distributing-Allocating-the-Yearly-Target-Convert-to...