Fiscal YTD through Last Month

Hi charbaugh ,

According to your description, here are my steps you can follow as a solution.

(1) This is my test data.  

Calendar:

Calendar = 
ADDCOLUMNS (
    CALENDAR ( DATE ( 2021, 7, 1 ), DATE ( 2023, 6, 30 ) ),
    "Month-Year", FORMAT ( [Date], "mmm-yyyy" ),
    "Month-Year sort", EOMONTH ( [Date], 0 )
)

Sales:

...

(2) We can create a measure.

Sales YTD fiscal: = 
VAR _currentmonthend =
    EOMONTH ( MAX ( 'Calendar'[Date] ), 0 )
VAR _currentmonthendinfo =
    MAX ( Sales[Date] )
RETURN
    IF (
        HASONEVALUE ( 'Calendar'[Month-Year] ),
        IF (
            _currentmonthend = _currentmonthendinfo,
            CALCULATE ( SUM(Sales[Sales]), DATESYTD ( 'Calendar'[Date], "9-30" ) )
        ),
        CALCULATE (  SUM(Sales[Sales]), DATESYTD ( 'Calendar'[Date], "9-30" ) )
    )

(3) Then the result is as follows.

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. Thank you.

Best Regards,

Neeko Tang

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