need help on dax code rolling MTD value

[SP_1]

Hi,
Need help on getting rolling MTD value.

I have the source data attached here, need to filter only the DayName(Date) = Monday, the data is avliable on weekly.
Need output for WeekValue, RollingWeekValue, Month-to-date for the selected week, and Rolling Month-to-Date.
Here am unable to acheive to get  Rolling Month-to-Date.

Need help on code for get rolling MTD value based on MTD column.

Rolling Week Value =

CALCULATE (

    [Value],

    FILTER (

        ALLSELECTED ( 'Date' ),

        'Date'[Date] <= MAX ( 'Date'[Date] )

    )

)

MTD Value = CALCULATE(SUM(Value),'Date'[FiscalYear] = SELECTEDVALUE('Date'[FiscalYear]),'Date'[FiscalMonthNumber]=SELECTEDVALUE('Date'[FiscalMonthNumber]),'Date'[Date]<=SELECTEDVALUE('Date'[FiscalWeekEnd]))

Need output to get Rolling MTD value highlighted below.

Date	Day	Value
28-04-2025 00:00	Mon	804.28
05-05-2025 00:00	Mon	2937.27
12-05-2025 00:00	Mon	1057.96
19-05-2025 00:00	Mon	1714.2
26-05-2025 00:00	Mon	5802.43
27-05-2025 00:00	Tue	43.53
28-05-2025 00:00	Wed	2334.93
29-05-2025 00:00	Thu	172.35
30-05-2025 00:00	Fri	42.99
31-05-2025 00:00	Sat	3118
02-06-2025 00:00	Mon	2834.43
09-06-2025 00:00	Mon	1295.66
16-06-2025 00:00	Mon	4455.44
23-06-2025 00:00	Mon	1981.1
24-06-2025 00:00	Tue	4453.32
25-06-2025 00:00	Wed	985.11
26-06-2025 00:00	Thu	732.95
27-06-2025 00:00	Fri	509.76
28-06-2025 00:00	Sat	-275.61
29-06-2025 00:00	Sun	-5500
30-06-2025 00:00	Mon	186.43
07-07-2025 00:00	Mon	2602.33
14-07-2025 00:00	Mon	1482.63

[FBergamaschi · Accepted solution]

Hi again,

now this result

It matches yours apart from Fiscal week 4, but I think the above value is the correct one, am I right? Your value is 11,313

Code

Rolling MTD =

VAR MaxDate = MAX ( 'Date'[Date] )

VAR MaxMonth = MAX ( 'Date'[FiscalMonthFullName] )

VAR DatesToConsider =

ADDCOLUMNS(

CALCULATETABLE (

                VALUES ( 'Date'[Date] ),

                 'Date'[Date] <= MaxDate,

                 'Date'[FiscalMonthFullName] = MaxMonth,

                 REMOVEFILTERS( 'Date' )

                ),

                "@ROLL", IF ( NOT ISEMPTY( CALCULATETABLE('Fact') ), [Rolling WeekValue] )

)

RETURN

    IF (

        NOT ISEMPTY ( Fact ) && ISINSCOPE( 'Date'[Date] ),

        SUMX (

            DatesToConsider,

            [@ROLL]

            )

    )

File attached

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@me in replies or I'll lose your thread

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Francesco Bergamaschi

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[FBergamaschi · Accepted solution]

HI @SP_1 

modified the code accordingly. File attached

Best

If this helped, please consider giving kudos and mark as a solution

@me in replies or I'll lose your thread

Want to check your DAX skills? Answer my biweekly DAX challenges on the kubisco Linkedin page

Consider voting this Power BI idea

Francesco Bergamaschi

MBA, M.Eng, M.Econ, Professor of BI

[FBergamaschi]

Hi @SP_1 
I could not replicate what you ask because I would need the association of your fiscal months to the dates which you did not provide

I obtained this

with this code (I created a 'Date' table )

Rolling MTD =

VAR MaxDate =

    MAX ( 'Date'[Date] )

VAR MaxYear = YEAR ( MaxDate )

VAR MaxMonth = MONTH ( MaxDate )

RETURN

    IF (

        NOT ISEMPTY ( Facts ) && ISINSCOPE( 'Date'[Date] ),

        SUMX (

            CALCULATETABLE (

                VALUES ( 'Date'[Date] ),

                'Date'[Date] <= MaxDate,

                 YEAR ( 'Date'[Date] ) = MaxYear,

                 MONTH( 'Date'[Date] ) = MaxMonth

                ),

            [Rolling Week Value]

            )

    )

I think it should work when you slice data with your calendar where you have the link between dates and fiscal months

Let me know if this works or I shall fix it if you send me your calendar too

File attached

If this helped, please consider giving kudos and mark as a solution

@me in replies or I'll lose your thread

Want to check your DAX skills? Answer my biweekly DAX challenges on the kubisco Linkedin page

Consider voting this Power BI idea

Francesco Bergamaschi

MBA, M.Eng, M.Econ, Professor of BI

[SP_1]

Hi @FBergamaschi ,

Thank you for your help. However, the output does not match my expectations. Please refer to the attached sample file (link below). Thanks in advance.
https://www.dropbox.com/scl/fi/4tnlqv4re2rm9y9kpcpnx/Rolling-MTD.pbix?rlkey=nw1kd122d5fw6bbeo28zdbn3...

I expect the output to match the highlighted (Yellow) result.

[FBergamaschi · Accepted solution]

Hi again,

now this result

It matches yours apart from Fiscal week 4, but I think the above value is the correct one, am I right? Your value is 11,313

Code

Rolling MTD =

VAR MaxDate = MAX ( 'Date'[Date] )

VAR MaxMonth = MAX ( 'Date'[FiscalMonthFullName] )

VAR DatesToConsider =

ADDCOLUMNS(

CALCULATETABLE (

                VALUES ( 'Date'[Date] ),

                 'Date'[Date] <= MaxDate,

                 'Date'[FiscalMonthFullName] = MaxMonth,

                 REMOVEFILTERS( 'Date' )

                ),

                "@ROLL", IF ( NOT ISEMPTY( CALCULATETABLE('Fact') ), [Rolling WeekValue] )

)

RETURN

    IF (

        NOT ISEMPTY ( Fact ) && ISINSCOPE( 'Date'[Date] ),

        SUMX (

            DatesToConsider,

            [@ROLL]

            )

    )

File attached

If this helped, please consider giving kudos and mark as a solution

@me in replies or I'll lose your thread

Want to check your DAX skills? Answer my biweekly DAX challenges on the kubisco Linkedin page

Consider voting this Power BI idea

Francesco Bergamaschi

MBA, M.Eng, M.Econ, Professor of BI

[SP_1]

Hi @FBergamaschi ,
It worked perfectly - thanks you for your help! This is exactly the result I was expecting. I’ve replicated the same in my PBIX file, and it’s working as expected. Once again, many thanks for your support.

Will the same code work for quarter and year as well? I’m currently trying to modify it for quarterly and yearly calculations.

Thanks.

[SP_1]

Hi @FBergamaschi ,

I’m able to see the Rolling MTD value in a table visual only when the Date field is included along with the Rolling MTD measure. Otherwise, it doesn’t appear in either the table or other visuals. I want to display this rolling data by Week and Month (with Week/Month on the X-axis and values on the Y-axis), but I’m not sure how to fix this. Please help.

[FBergamaschi · Accepted solution]

HI @SP_1 

modified the code accordingly. File attached

Best

If this helped, please consider giving kudos and mark as a solution

@me in replies or I'll lose your thread

Want to check your DAX skills? Answer my biweekly DAX challenges on the kubisco Linkedin page

Consider voting this Power BI idea

Francesco Bergamaschi

MBA, M.Eng, M.Econ, Professor of BI

[SP_1 · Accepted solution]

Hi @FBergamaschi ,

Thanks for you help and its working.