Issue when using DATESYTD to calculate YTD YoY.

[Stemar_Aubert]

Hello,

I have a fact table with units and linked to a general time table.

My issue is when using DATESYTD, I want to obtain the following result:

This is the desired output.

(For this, I used filters on the visual)

For this, I have used the following formula:

UNITS YTD 18=
CALCULATE (
SUM ( 'Actual'[UNITS] ),
SAMEPERIODLASTYEAR ( DATESYTD ( 'Time'[Dates] ) )
)

UNITS YTD 19=
CALCULATE (
    SUM ( 'Actual'[UNITS] ),
    DATESYTD ( 'Time'[Dates] ) 
)

The issue is that my data looks like this :

JAN 2018	12
...	...
DEC 2018	9
JAN 2019	3
OCT 2019	5

As you can see, I have months in 2018 that aren't present in 2019. So when I use my measures, DAX keeps calculating data for months when I don't want it to. The output is this:

How can I modify my measures so YTD stops calculating data for months that aren't available in 2019 ?

I posted earlier a solution to this, but actually the formula stopped performing runnings total and gave out monthly total instead.

Thanks !

[amitchandak · Accepted solution]

If you take a slicer and select then it will limit the value of YTD

Or try to limit like

Last YTD Sales = 
var _maxMonth = month(maxx(Sales,Sales[sales_date]))
CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year)), month(Date[date])<=_maxMonth)

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[Stemar_Aubert]

@amitchandak Thank you so much.

I've tried so many variations of this, the solution was to use MAXX and not simply MAX !