Sum after and before the ongoing month in one DAX formula

[PBIBeginner2022]

Hi everyone,

I have this formula which calculate the sum of all my PO with type = "PO delivery" :

PO Delivery M-1 = CALCULATE(SUM(TPODeliveries[Delivered value in €]), TPODeliveries[Type] = "PO_Delivery")

However I want add a filter. I want the sum of all my PO with type = "PO Delivery" except for the ongoing month. I want the sum of all month before the ongoing month and the sum after the ongoing month in one formula.

I don't konw if you understand what I search to do. Don't hesitate if we need more information.

Thanks in advance for any help.

[Anonymous · Accepted solution]

Hi  @PBIBeginner2022 ,

I created some data:

Here are the steps you can follow：

1. Create measure.

sum of all month before the ongoing month =
CALCULATE(SUM('Table'[Delivered value in €]),FILTER(ALL('Table'),
'Table'[Date]>=DATE(
    YEAR(TODAY()),1,1)&&
'Table'[Date]<
DATE(
    YEAR(TODAY()),MONTH(TODAY()),1)))

sum after the ongoing month in one formula =
CALCULATE(SUM('Table'[Delivered value in €]),FILTER(ALL('Table'),
'Table'[Date]>DATE(YEAR(TODAY()),MONTH(TODAY())+1,1)-1&&
'Table'[Date]<=
DATE(
    YEAR(TODAY())+1,1,1)-1
))

2. Result:

If you need pbix, please click here.

Best Regards,

Liu Yang

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

[PBIBeginner2022]

@tackytechtom , @Dhacd 

I have a table date with a column MonthYear in format "MMMM YYYY" between "January 1899" to "December 2201". I need to calulate my sum with the specific type on all month of my column MonthYear except the current month -1. Could you help me please

[Dhacd]

Can you confirm whether the data type for that date column is date or string?

[PBIBeginner2022]

@Dhacd 

My data is in date format

[tackytechtom]

Hi @PBIBeginner2022 ,

Maybe something like this?

PO Delivery M-1 = 
VAR _ongoingMonth = MONTH ( TODAY() )
RETURN
CALCULATE ( 
    SUM (TPODeliveries[Delivered value in €]), 
    TPODeliveries[Type] = "PO_Delivery"),
    MONTH ( TPODeliveries[Date] ) = _ongoingMonth 
)

You probably need to tweak some parts of the formular with the correct column names of your model etc. Also, I assumed the ongoing month is the same as the current month. I'd suggest to build a date table into your model, too, if you haven't done so.

Let me know if this helps 🙂 You may share some example data so it'll be easier to assist you, if things are still unclear.

/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/

[PBIBeginner2022]

@tackytechtom thanks for your answer. But I don't want the sum of the current month. I want all month except the current month 😃

Have you a formula for this ? please

[tackytechtom]

Hi @PBIBeginner2022 ,

Oh yeah! I misread. 

Have a look in here:

Solved: Not Current Month of Current Year - Microsoft Power BI Community

Also, you might wanna consider to do the filtering on the visualisation level. The filter pane has a lot offer in that sense, too 🙂

/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/

[Dhacd]

Hi @PBIBeginner2022,

Have you tried adding the below filter condition in the calculate function?
table[date]<(EOMONTH(today(), -1) + 1)


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