Sum Only for Selected Month Number YTD

[ade_kurniawan]

Dear friends,

i have question, how can i sum actual data only month 1 to 8 within 2020 & 2021 using DAX. Here is the table :

Here is the data :

year	month	forecast	actual
2020	1	7	7
2020	2	10	5
2020	3	10	10
2020	4	8	8
2020	5	6	7
2020	6	5	7
2020	7	7	7
2020	8	6	9
2020	9	10	8
2020	10	5	9
2020	11	7	10
2020	12	9	10
2021	1	7	9
2021	2	6	10
2021	3	9	10
2021	4	10	6
2021	5	10	6
2021	6	9	6
2021	7	8	7
2021	8	5	9
2021	9	9
2021	10	5
2021	11	5
2021	12	10

Thanks for help..

[ade_kurniawan]

@BeaBF thanks for response, here is result i want :

[BeaBF]

@ade_kurniawan 

Here are the two measures, to be included in the new table with the column year:

• Sum_Actual = CALCULATE(SUM(Tabella[actual]), Tabella[month] >= 1 && Tabella[month] <= 8, ALLEXCEPT(Tabella,Tabella[year]))

• Sum_Forecast = CALCULATE(SUM(Tabella[forecast]), Tabella[month] >= 1 && Tabella[month] <= 8, ALLEXCEPT(Tabella,Tabella[year]))

Try and tell me if it works!

B.

[ade_kurniawan]

How about find number 8 automatically ? when data updated at month 9, i hope will automatically update sum month 1 to 9.. thanks

[BeaBF · Accepted solution]

@ade_kurniawan Oh sorry, I didn't understand. Here are the correct measures:

Sum_Actual =

VAR MAXXX = CALCULATE(MIN(Tabella[month]) -1, FILTER (ALL(Tabella),

Tabella[actual] = BLANK () || Tabella[forecast] = BLANK()))

RETURN CALCULATE(SUM(Tabella[actual]), Tabella[month] >= 1 && Tabella[month] <= MAXXX, ALLEXCEPT(Tabella,Tabella[year]))

Sum_Forecast =

VAR MAXXX = CALCULATE(MIN(Tabella[month]) -1, FILTER (ALL(Tabella),

Tabella[actual] = BLANK () || Tabella[forecast] = BLANK()))

RETURN CALCULATE(SUM(Tabella[forecast]), Tabella[month] >= 1 && Tabella[month] <= MAXXX, ALLEXCEPT(Tabella,Tabella[year]))

I hope it is the desired!

B.

[ade_kurniawan]

Sir, its not working. the result of Var MAXXX is not 8. please help.. thanks

[BeaBF]

@ade_kurniawan  for me it's working. Let's see:

What's wrong with you?

B.

[BeaBF]

@ade_kurniawan  Hello,
can you give me the expected result? in order to be sure you understand the request.

Thx,

B.