Getting MTD total, not just current

[atowriss1]

I have a table that looks like below.  It contains forecasted data(forecasted month) as well as ME date(which is when the forecast would be updated.  I want to get the volume by forecasted month, based on the current month.  I have a date slicer. 

My ME date in the table has a direct reationship with my dates table and the forecasted month has an inactive.

Currently, I have 2 months of forecasted data- one for ME Aug and one for ME Sept.  When I use the formula below, on my graph for October it's adding BOTH the Aug and September ME forecasted amounts for October forward.  October should be 9828, but the calc is showing double.

I have tried using Dates_Table Indep'[Date] as opposed to Volume ME Date, but it didn't change

GWC Graph Volume FC = CALCULATE(sum('Volume FC'[Volume] ),'Volume FC'[ME Date],'Budget Hierarchy'[PBI Roll-Up]="GWC Field",Dates_Table[Date],USERELATIONSHIP('Volume FC'[Forecasted Month],'Dates_Table Indep'[Date])

)

How can I write my formula to only pull the Current ME chosen on my slicer?

Month Name

Forecasted Date

Volume

BU & Dept Combined

ME Date

Thanks

[speedramps]

This solution will show you how to build role based relationships by dates.

Click here to download solution 

You wil need to change the table names and filednames but the methods will allow to total volume by

[forecasted month date] or [ME date]

If this does not answer your quetsion then remember you will get a quick response if you put time and effort into writing clear problem descriptions. 

Thanks for reaching out for help.

I put in a lot of effort to help you, now please quickly help me by giving kudos.

Remember we are unpaid volunteers and here to coach you with Power BI and DAX skills and techniques, not do the users job for them. So please click the thumbs up and accept as solution button. 

If you give someone a fish then you only give them one meal, but if you teach them how to fish then they can feed themselves and teach others for a lifetime.  I prefer to teach members on this forum techniques rather give full solutions and do their job. You can then adapt the technique for your solution, learn some DAX skills for next time and soon become a Power BI Super User like me. 

One question per ticket please. If you need to extend your request then please raise a new ticket.

You will get a quicker response and each volunteer solver will get the kudos they deserve. Thank you ! 

[atowriss1]

Thank you for your response, but it doesn't address my issue.  I don't want to sum either by Forecasted Month OR ME date.  I want my measure to look at the ME date and then sum using my forecasted month.  As per my DAx: 

olume FC = CALCULATE(sum('Volume FC'[Volume] ),'Volume FC'[ME Date],'Budget Hierarchy'[PBI Roll-Up]="GWC Field",Dates_Table[Date],USERELATIONSHIP('Volume FC'[Forecasted Month],'Dates_Table Indep'[Date])

)

I want my graph to return Oct Forecast from September ME, not add Oct FC from both Aug and Sept ME

[speedramps]

We want to help you but your description is too vaugue and you firget to attavhe the example daae. Please write it again clearly.

Please DON'T copy & paste your DAX that does not work and expect us to fathom what you want to do. That is crazy. 😀

Please just give a simple non technical functional decscription of what you want, then let us suggest the DAX. Thank you.

Provide example input data as table text (not a screen print) so we can import the data to build a solution for you.
Also provide the example desired output, with a clear description of the process flow.

Remember not to share private data ... we don't want you to get into trouble. 😧

Take care to use the same table and field names in the input, output and description so we can understand your problem and help you.

You will get a quick response if you put time and effort into writing clear problem descriptions.

Vaugue descriptions can waste your time and ourtime.

Look foward to helping you when the above information is forthcoming

[atowriss1]

My data

For September ME, I should Test 3 October as 9828 on my graph.  It is currently doubling, since October is in the file twice as a forecasted month.  My measure should look at September month End only, not Sept and Aug ME