Current Month to Date and Previous Month to Date as Matrix Columns

[Anonymous]

Hi  @AlexG3726 ,

I created some data:

Here are the steps you can follow：

1. Create measure.

Current Month to Date =
CALCULATE(SUM('Table'[amount]),
FILTER(ALL('Table'),
'Table'[date]>=DATE(YEAR(TODAY()),MONTH(TODAY()),1)&&
'Table'[date]<=TODAY()))

Previous Month to Date =
CALCULATE(SUM('Table'[amount]),FILTER(ALL('Table'),
'Table'[date]>=DATE(YEAR(TODAY()),MONTH(TODAY())-1,1)&&
'Table'[date]<=TODAY()))

2. Result:

Best Regards,

Liu Yang

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

[parry2k]

@AlexG3726 that's where calculation groups come in the picture, which was shared in the first reply. Not sure if I'm missing something here.

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[CNENFRNL]

This is indeed a solution in such a senario; but for those who can bearly author a right measure, it's beyond their comprehension.

[parry2k]

@AlexG3726 here is link to time intelligence functions. Time intelligence functions (DAX) - DAX | Microsoft Docs and it has all MTD/QTD/YTD functions and much more. 

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[AlexG3726]

Thank you, but I see the MTD requires an expression, such as sales (The example in the article is = TOTALMTD(SUM(InternetSales_USD[SalesAmount_USD]),DateTime[DateKey]). I am looking for a MTD and LMTD calculation that doesn't require an expression, so it can be applied to multiple values.

[parry2k]

@AlexG3726 there are a lot of topics on this, you can use the calculation groups to make it work. here is one such blog post Introducing Calculation Groups - SQLBI

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[AlexG3726]

Much appreciated! Would you happen to direct me to finding MTD and LMTD formulas? I'm new to Power BI from Tableau, and my only experience is building MTD/LMTD formulas for individual measure rather than blanket MTD/LMTD formulas