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Midway
Helper I
Helper I

help with DAX MTD

Hi there, 

I'm really struggling with this calculation with this DAX measure; What I need to accomplish is show let's sales numbers in a card. When a month is selected in another visual (like a timeline), the card should show the "sales" numbers for the selected month and that is working perfectly, what is not working is when no selection, the card should default to show "sales" for the current month, and that's is not working at all.

This is DAX I'm using right now;

 

CALCULATE(
    SUM(Fact[SALES]),
   DATESMTD(DimDate[Date])
)

Any help would be highly appreciated

 

1 ACCEPTED SOLUTION
Deku
Community Champion
Community Champion

var dt = eomonth( MAXX( summarize( fact, DimDate[Date] ), dimdate[date]), 0)

return

CALCULATE(

    SUM(Fact[SALES]),

    DATESBETWEEN( DimDate[Date], EOMONTH( dt, -1) + 1, dt )

)


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View solution in original post

12 REPLIES 12
bhanu_gautam
Super User
Super User

@Midway Use DAX
SalesMeasure :=
IF(
ISFILTERED(DimDate[Month]),
CALCULATE(
SUM(Fact[SALES])
),
CALCULATE(
SUM(Fact[SALES]),
DATESMTD(DimDate[Date])
)
)




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LinkedIn






techies
Resolver V
Resolver V

Hi @Midway please check this

 

ResultMeasure=

VAR IsMonthSelected = ISFILTERED('DATE'[Month])

VAR DefaultMonthSales =
CALCULATE(
SUM('sheet1'[enrollment amount]),
FILTER(
ALL('DATE'),
'DATE'[Year] = YEAR(TODAY()) && 'DATE'[Month] = MONTH(TODAY())
)
)

VAR SelectedMonthSales =
CALCULATE(
SUM('sheet1'[enrollment amount]),
DATESMTD('DATE'[Date])
)

RETURN
IF(
IsMonthSelected,
SelectedMonthSales,
DefaultMonthSales
)

Thanks for replying to my post, this gets the default sales numbers for the current month when no selection has been made, but it keeps the same current month sales numbers when selecting other months.

Pow3Range
Frequent Visitor

UPDATED 
-------
VAR DATE_ =
IF(
ISFILTERED(DimDate[Date]),
MAX(DimDate[Date]),
TODAY()
)
RETURN
CALCULATE(
SUM(Fact[SALES]),
DATESBETWEEN(DimDate[Date], EOMONTH(DATE_, -1) + 1, EOMONTH(DATE_, 0))
)

Thanks for replying to my post, this gets the default sales numbers for the current month when no selection has been made, but it keeps the same current month sales numbers when selecting other months.

Deku
Community Champion
Community Champion

var dt = max( DimDate[Date] )
return
CALCULATE(
    SUM(Fact[SALES]),
    KEEPFILTERS( DATESBETWEEN( DimDate[Date], EOMONTH( dt, -1) + 1, dt ), dt ) )
)

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Please help by clicking the thumbs up button and mark my post as a solution!

hey there, thanks for replying to my post. I tried this formula but it's giving an error, "unexpected parameter , dt". If I remove runs fine but still does not work. Still no sales without selecting any data points.

Deku
Community Champion
Community Champion

Where is it complaining?


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Please help by clicking the thumbs up button and mark my post as a solution!
Deku
Community Champion
Community Champion

Updated

var dt = MAX( DimDate[Date] )
return
CALCULATE(
    SUM(Fact[SALES]),
    DATESBETWEEN( DimDate[Date], EOMONTH( dt, -1) + 1, dt )
)

Did I answer your question?
Please help by clicking the thumbs up button and mark my post as a solution!

it works when selecting any month but it's not defaulting to show current month sales when there is no selection.

Deku
Community Champion
Community Champion

var dt = eomonth( MAXX( summarize( fact, DimDate[Date] ), dimdate[date]), 0)

return

CALCULATE(

    SUM(Fact[SALES]),

    DATESBETWEEN( DimDate[Date], EOMONTH( dt, -1) + 1, dt )

)


Did I answer your question?
Please help by clicking the thumbs up button and mark my post as a solution!

Thansk very much Deku!! this did the trick!

 

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