Calculating the YTD of max of each month in a year

[Sagejah9]

Hi ,

I am trying to calculate the year to date values for each month in a year but the max value 

I tried viking the max and then applied the ytd calculation but getting incorrect value.

[Sagejah9 · Accepted solution]

Hi @Mikelytics 
Not necessarily

Description	Amount	Month-Year
Salaries	90,302	Jan-2020
Salaries	90,302	Jan-2020
Salaries	90,302	Jan-2020
Rent	1,383	Jan-2020
Rent	1,383	Jan-2020
Rent	1,383	Jan-2020
Salaries	89,283	Feb-2020
Salaries	89,283	Feb-2020
Salaries	89,283	Feb-2020
Rent	1,221	Feb-2020
Rent	1,221	Feb-2020
Rent	1,221	Feb-2020

Expected results YTD

Decription	Jan-2020	Feb-2020
Salaries	90,302	179,585
Rent	1,383	2,604

I want to find either the max or average of the duplicates in each month and use that to calculate the year to date

[Mikelytics]

Hi @Sagejah9 ,

Can you please give a little bit mor context what you want to achive? 

Do you want the monthly MAX or the Daily max? What granularity has your data.

I give you an example. Lets say you have data on daily basis. but you want to see for the year to date the value of the MONTH with the MAX value.

If this is your requirement you can do the following:

MAX Monthly Value YTD = 
TOTALYTD(
    MAXX(
        VALUES('Dim Date'[Month]),
        [SUM Sales]
    ),
    'Dim Date'[Date]
)

Please be aware that you should use an additional Date dimension table to make sure that TOTALYTD works properly and follows best practices.

Best regards

Michael

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

[Sagejah9 · Accepted solution]

Hi @Mikelytics 
Not necessarily

Description	Amount	Month-Year
Salaries	90,302	Jan-2020
Salaries	90,302	Jan-2020
Salaries	90,302	Jan-2020
Rent	1,383	Jan-2020
Rent	1,383	Jan-2020
Rent	1,383	Jan-2020
Salaries	89,283	Feb-2020
Salaries	89,283	Feb-2020
Salaries	89,283	Feb-2020
Rent	1,221	Feb-2020
Rent	1,221	Feb-2020
Rent	1,221	Feb-2020

Expected results YTD

Decription	Jan-2020	Feb-2020
Salaries	90,302	179,585
Rent	1,383	2,604

I want to find either the max or average of the duplicates in each month and use that to calculate the year to date

[Mikelytics · Accepted solution]

Hi @Sagejah9 ,

ok I think I understood. You want to extract per month the max value and use this in the YTD calculation right?

YTD of Monthly Max Item = 
TOTALYTD(
    SUMX(
        VALUES('Dim Date'[Year-Month]),
        CALCULATE(
           MAX([Amount])
        )
    )
    ,'Dim Date'[Date]
)

Do you use a date table? Please be aware that you should use a Dim Date Table to make sure it works properly and follows best practices.

Best regards

Michael

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

[Mikelytics]

@Sagejah9,

Please find attached a sample with your data example:

Your Sample

Date Table

Data model

Measure and result

Code:

YTD of Monthly Max Item = 
TOTALYTD(
    SUMX(
        VALUES('DimDate'[Year-Month]),
        CALCULATE(
           MAX('Sample'[Amount])
        )
    )
    ,'DimDate'[Date]
)

Best regards

Michael

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

[v-yiruan-msft]

Hi @Sagejah9 ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want.

1. Create two measures as below to get it:

Measure = 
VAR _tab =
    SUMMARIZE (
        'Table',
        'Table'[Month-Year],
        'Table'[Description],
        'Table'[Amount]
    )
RETURN
    SUMX ( _tab, [Amount] )

Measure 2 = 
SUMX (
    FILTER (
        ALLSELECTED ( 'Table'[Month-Year] ),
        'Table'[Month-Year] <= SELECTEDVALUE ( 'Table'[Month-Year] )
    ),
    [Measure]
)

2. Create a matrix visual as below screenshot

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards