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BJP99's avatar
BJP99
New Member
1 year ago
Solved

Creating a Sum Based on Month

Hi,   I have budget data by month.  How do I go about creating a field that would add Months 1-8 of said data, ignoring the other 4 months.  This data being budget data does not have actual dates t...
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  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi BJP99 

    Please try the following Dax:

    (Jan - Aug) = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),MONTH('Table'[Date])>=1 && MONTH('Table'[Date])<=8 && 'Table'[Account]=EARLIER('Table'[Account])))

     

    Result:

     

     

     

     

     

     

    Best Regards,

    Jayleny

     

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

BJP99's avatar
BJP99
New Member
1 year ago

Hi, thank you for putting this together.  Unfortunately it is giving me the same value for everything.  

 

 

Nonessential's avatar
Nonessential
Frequent Visitor
1 year ago

Hi, try 

Jan - Aug =
CALCULATE(
    SUM('Table'[Value]),
    FILTER('Table','Table'[Month] IN {"Jan","Feb","Mar","Apr","May","Jun","Jul","Aug"}))
Or if you have Month Numbers;
Jan - Aug =
CALCULATE(
    SUM('Table'[Value]),
   'Table'[Month(number)>=1&&'Table'[Month(number)<=8]))