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User1021
New Member

SUM MTD if multiple months are selected in filter

Hello All

 

My date table is fiscal calendar 445.

 

I have created below DAX for MTD 

 

MTD =
    CALCULATE (
        SUM ( 'Sales invoice line fact'[Invoice TON_] ),
        FILTER (
            ALL ( 'Report date' ),
            'Report date'[Report year] = VALUES ( 'Report date'[Report year] )
                && 'Report date'[Report month] = VALUES ( 'Report date'[Report month] )
                && 'Report date'[Report date] <= MAX ( 'Report date'[Report date] )
        )
    )
 
User1021_0-1694591484505.png

Currently when i am trying to select multiple months it does not provide any output in grid . I want to enahnce \ my DAX to give me sum of MTD if multple months are selected  in filter

5 REPLIES 5
some_bih
Super User
Super User

Hi @User1021  to proper use MTD values, it is the best when you have Date / Calendar table

 

In your case, measure MTD could be:

MTD test = TOTALMTD(SUM ( 'Sales invoice line fact'[Invoice TON_] ),'Date'[Date])

'Date'[Date] should be your Calendar / Date key column connected with your table

Create Calendar Table Microsoft Learn

https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-calculated-tables 

 

TOTALMTD Fuction

https://learn.microsoft.com/en-us/dax/totalmtd-function-dax?WT.mc_id=DP-MVP-4025372 

 

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TOTALMTD function will not work as I  have mentioned that my date table is fiscal calendar 445.

Hi @User1021 I only saw MTD🙂

check link below, could be usefull for your case

https://www.linkedin.com/pulse/creating-4-4-5-fiscal-calendar-power-bi-dax-norman-maxwell/ 





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The link is not for calculation of MTD

Hi @User1021 

On link there is part as below, maybe you did not see it already.

 

some_bih_0-1694615412896.png

 





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