Year to date SUM until today

[wsindharta]

Hi,

i have 2 question

a. i created a dax as follow

Total YTD saving = TOTALYTD(SUM(Saving[Actual]),'date'[Date])

it work fine.

but when put into visualization it show like (pict1)

what i want is the visualization will show only until today months, let say today show until september, so October - December will be blank.  i cant put a slicer by month, because i need to see the december data for forecast vs target (in picture color dark blue and yellow)

b. because i can't put my month slicer, when i use DAX to calculate same period last year, it will show last period until december 2018. how to add filter on DAX, so the same period last year always show up to today date regardless of date.

Last year saving = CALCULATE([Total YTD saving],SAMEPERIODLASTYEAR('date'[Date]))

[Anonymous]

Hi,

Refer this Article for YTD Calculations.

https://docs.microsoft.com/en-us/dax/datesytd-function-dax

Best Regards,
Vignesh M

If what I suggested worked for you feel free to Drop a "Kudos" and Consider to "Accept as Solution" if I solved your Issue 🙂