Date Periods MTD Automation DAX not working properly

Hi mclawler ,

According to your description, I create a sample.

PwBi OpenClose table:

Here's my solution.

1.Create a new date table, mark this table as date table.

Date =
FILTER ( 'PwBi OpenClose', 'PwBi OpenClose'[FundedDate] <= TODAY () )

2. Create another table.

Date Periods =
UNION (
    ADDCOLUMNS ( DATESMTD ( 'Date'[FundedDate] ), "Type", "MTD", "Order", 1 ),
    ADDCOLUMNS ( DATESQTD ( 'Date'[FundedDate] ), "Type", "QTD", "Order", 2 ),
    ADDCOLUMNS ( DATESYTD ( 'Date'[FundedDate] ), "Type", "YTD", "Order", 3 ),
    ADDCOLUMNS (
        PREVIOUSMONTH ( DATESMTD ( 'Date'[FundedDate] ) ),
        "Type", "Last Month",
        "Order", 4
    ),
    ADDCOLUMNS (
        PREVIOUSQUARTER ( DATESQTD ( 'Date'[FundedDate] ) ),
        "Type", "Last QTR",
        "Order", 5
    ),
    ADDCOLUMNS (
        PREVIOUSYEAR ( DATESYTD ( 'Date'[FundedDate] ) ),
        "Type", "Last Year",
        "Order", 6
    ),
    ADDCOLUMNS (
        DATESINPERIOD ( 'Date'[FundedDate], TODAY () - 30, 30, DAY ),
        "Type", "Last 30 Days",
        "Order", 7
    ),
    ADDCOLUMNS (
        DATESINPERIOD ( 'Date'[FundedDate], TODAY () - 90, 90, DAY ),
        "Type", "Last 90 Days",
        "Order", 8
    ),
    ADDCOLUMNS (
        DATESINPERIOD ( 'Date'[FundedDate], EOMONTH ( TODAY (), -1 ), -13, MONTH ),
        "Type", "Lookback 1 Year",
        "Order", 9
    ),
    ADDCOLUMNS (
        CALENDAR ( MIN ( 'Date'[FundedDate] ), MAX ( 'Date'[FundedDate] ) ),
        "Type", "Custom",
        "Order", 10
    ),
    ADDCOLUMNS (
        DATESINPERIOD ( 'Date'[FundedDate], EOMONTH ( TODAY (), -1 ), -3, MONTH ),
        "Type", "Last 3 Months",
        "Order", 11
    ),
    ADDCOLUMNS (
        DATESINPERIOD ( 'Date'[FundedDate], EOMONTH ( TODAY (), -1 ), -9, MONTH ),
        "Type", "Last 9 Months",
        "Order", 12
    )
)

Get the correct result:

I attach my sample below for your reference.

Best regards,

Community Support Team_yanjiang

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