Display current year months data

[nleuck]

Hello,

I need some help with how to display Current YTD totals by Month. If you look at the picture I have Months as my columns. The values are a created measure using TotalYTD. But I would expected to only see Jan, Feb, Mar, Apr, and May. The other months listed are from last year which I only want data from current year. Does anyone have any ideas on how to do this?

Thanks!

[nleuck]

@v-juanli-msft  and @Arjunarao 

Thank you for your responses, but my biggest problem is I don't have one specific date column. I have two DateAssigned and DateCompleted. If I want to find the how many classes were completed in a month I can get two different answers depending on which column my created Month column is associated to (either DateAssigned or DateCompleted). This then has the opposite affect on a measure when I'm trying to find out the completion percentage for the current month. Unfortnately, I'm beginning to feel like this may be too complicated even though it should be straight forward calculations.

If you have any other ideas let me know.

Thanks again!

[v-juanli-msft]

Hi @nleuck 

Since you want to find the how many classes were completed in a month,

please create Month column associated to DateCompleted.

Is this problem sloved? 

If it is sloved, could you kindly accept it as a solution to close this case?

If not, please let me know.

Best Regards

Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Arjunarao]

You have to decide which column need to use.

[Arjunarao]

Hi,

Please check this.

Total Mtd = TOTALMTD(SUM(Sales[Sales]),Sales[Date],YEAR(Sales[Date])=YEAR(TODAY()))

Total Mtd Current Month = TOTALMTD(SUM(Sales[Sales]),Sales[Date],Month(Sales[Date])=Month(TODAY()))

Total Ytd = TOTALYTD(SUM(Sales[Sales]),Sales[Date],YEAR(Sales[Date])=YEAR(TODAY()))

Download:

https://drive.google.com/open?id=1HxhA3ntDvEUQOSkMJD7DqKLll2QpLhhu

[Ashish_Mathur]

Hi,

To your matrix visual, drag Year from the Calendar Table to the Column section.

[v-juanli-msft · Accepted solution]

Hi @nleuck 

I can reproduce your problem.

To slove this , create a measure

Total Mtd = TOTALMTD(SUM(Sheet1[Value]),Sheet1[date],YEAR(Sheet1[date])=YEAR(TODAY()))
 or
Total Ytd = TOTALYTD(SUM(Sheet1[Value]),Sheet1[date],YEAR(Sheet1[date])=YEAR(TODAY()))

(they show same results in a matrix)

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.