YTD by month DAX formula not showing all months

[Anonymous]

I have this formula:

YTD Budget = VAR MaxMonth = [MaxMonth]

RETURN CALCULATE([CustomerBudget],'Date'[MonthNum] <= MaxMonth)

It works but it's showing YTD Budget (same number) for every month.

How do I hide all the future months and only show in this case January. So similar how Yago YTD is showing up. 

Thank you for your help!!!

[stevedep · Accepted solution]

Probably the budget is not blank then, perhaps check if the sales column is blank?

Your formula would be:

YTD Budget (final) = VAR MaxMonth = [MaxMonth]
RETURN IF(NOT(ISBLANK([Sales])),
CALCULATE([CustomerBudget],'Date'[MonthNum] <= MaxMonth), blank())

[stevedep]

Hi,

IF(NOT(ISBLANK([CustomerBudget] ), CALCULATE([CustomerBudget],'Date'[MonthNum] <= MaxMonth), BLANK())

[Anonymous]

Thank you so much, Steve, but something is not working:

[stevedep]

You would still need the var. 

YTD Budget = VAR MaxMonth = [MaxMonth]

RETURN 
if(not(blank([CustomerBudget]),
CALCULATE([CustomerBudget],'Date'[MonthNum] <= MaxMonth), blank())

[Anonymous]

YTD Budget = VAR MaxMonth = [MaxMonth] RETURN IF(NOT(ISBLANK([CustomerBudget])),

CALCULATE([CustomerBudget],'Date'[MonthNum] <= MaxMonth), blank())

This formula is still returning repeating values for every month 😞 It's not showing blanks for future months 😞

[stevedep · Accepted solution]

Probably the budget is not blank then, perhaps check if the sales column is blank?

Your formula would be:

YTD Budget (final) = VAR MaxMonth = [MaxMonth]
RETURN IF(NOT(ISBLANK([Sales])),
CALCULATE([CustomerBudget],'Date'[MonthNum] <= MaxMonth), blank())

[Anonymous · Accepted solution]

YES!!! This formula worked:

YTD Budget (final) = VAR MaxMonth = [MaxMonth]

RETURN IF(NOT(ISBLANK([Sales])),

CALCULATE([CustomerBudget],'Date'[MonthNum] <= MaxMonth), blank())

Thank you so much for your help, Steve!!! Much appreciated

[stevedep]

Welcome! Don't forget to mark as solution.