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MTD Calculation
I am using the formula below to pull the MTD value from the previous day. I'd like to make the value of the first day of each month blank - so it doesnt pull from the last day of the previous month. I setup a calendar table and tried a couple of filters but none works. Will appreciate some help.
Previous Day MTDCalc =
TOTALMTD (
CALCULATE (
CALCULATE (
SUM(FactTable[Value]),
FILTER (
FactTable,
FactTable[Channel]= "MyChannel"
)
)
),
PreviousDay (FactTable[Date])
)All set. Managed to get it working with this :
Previous Day MTDcALC = IF ( FactTable[Date] = STARTOFMONTH(FactTable[Date]), BLANK(), TOTALMTD ( CALCULATE ( CALCULATE ( SUM(FactTable[Value]), FILTER ( FactTable, FactTable[Channel]= "MyChannel" ) ) ), PreviousDay (FactTable[Date]) ) )Thxxxx
7 Replies
- Could you add a calc column for "first day of month" flag and then use an IF statement to get what you want? Not sure based on your description but pseudo code would be:
If "flag" is true then start MTD calculation from 0 else MTD calculation - I'm confused though. Why would your MTD calc be pulling in data from the previous month?
I am looking to pull the value of the previous days MTD calculation. But the code I posted pulls the value of the last day of the previous month for the first day of the month .
I tried the flag you suggested using a DAY (DateDim[Date]) . The if statement didn't work when I set it to check for value = 1 . Field just came up blank.
- I will try to play around with this tomorrow but can you confirm that you have a day slicer to choose a day and you want to return a MTD value up to the day prior to the one selected (unless day of month = 1).
