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xozelda11
Helper I
Helper I

How to calculate month totals instead YTD

Currently data is showing YTD totals but I only want it show the latest month data everytime we update it monthly 

 

xozelda11_0-1683653366109.png

xozelda11_1-1683653521068.png

 Is there a way to show march latest data of 27M as opposed to YTD total? This dashboard is updated a monthly basis so we need to see month totals as opposed to YTD. 

 

I did try using this this formula which works but when I click on another year, 2024, for example it still shows the committed dollars of 27M although that data was for march 2023 and not for 2024. 

xozelda11_2-1683653633154.png

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@xozelda11 , Are you getting YTD and want to show monthly?

Join the date with date of date table

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

 

Current Month = [MTD Sales] - [last MTD Sales]

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
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1 REPLY 1
amitchandak
Super User
Super User

@xozelda11 , Are you getting YTD and want to show monthly?

Join the date with date of date table

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

 

Current Month = [MTD Sales] - [last MTD Sales]

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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