SUM and filter by month

[am_i_really]

Hi All, 

I'm new to DAX and am having some trouble with this measure:

I need to SUM 3 columns from different tables, however when I apply a month filter to the page it does not filter the SUM value so I am looking for a solution to filter the measure by month. I have a date table and would like to filter by Month_Year.

Total Budget = CALCULATE(SUM('Catering Budget'[Catering Budget]) + SUM('Dining Subsidy'[Dining Budget]) + SUM('Office Coffee Budget'[Office Coffee Budget]))

Thanks in advance!

[v-rzhou-msft · Accepted solution]

Hi @am_i_really ,

I suggest you to create a calendar table and then create relationships between "Calendar" and these three tables.

Calendar = 
ADDCOLUMNS (
    CALENDARAUTO (),
    "Year", YEAR ( [Date] ),
    "Month", MONTH ( [Date] ),
    "Month_Year", FORMAT ( [Date], "MMMM_YYYY" ),
    "YearMonth",
        YEAR ( [Date] ) * 100
            + MONTH ( [Date] )
)

Result is as below.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[eliasayyy]

Hello are you sure you made relationship between the tables?