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cpereyra
Helper I
Helper I

MTD

Hi all,#MTD

 

I'm trying to calculate a measure of MTD using the following DAX. The only problem I have is when trying to visualize if one person doesn't have a date for the current month it will calculate the previous month. How can I make it show zero if the is no date for this month. TIA.

 

Total MTD Funded = CALCULATE(SUM(Merge1[PEC_Work_Load.Total_Loan_amount]),DATESMTD(Merge1[Extra_Fields.Closed Date]))
1 ACCEPTED SOLUTION
jdbuchanan71
Super User
Super User

Hello @cpereyra 

You can add a VAR to get the month of TODAY() and add that as a filter to your CALCULATE.

Total MTD Funded =
VAR _CurrMonth =
    MONTH ( TODAY () )
RETURN
    CALCULATE (
        SUM ( Merge1[PEC_Work_Load.Total_Loan_amount] ),
        DATESMTD ( Merge1[Extra_Fields.Closed Date] ),
        MONTH ( Merge1[Extra_Fields.Closed Date] ) = _CurrMonth
    )

View solution in original post

2 REPLIES 2
jdbuchanan71
Super User
Super User

Hello @cpereyra 

You can add a VAR to get the month of TODAY() and add that as a filter to your CALCULATE.

Total MTD Funded =
VAR _CurrMonth =
    MONTH ( TODAY () )
RETURN
    CALCULATE (
        SUM ( Merge1[PEC_Work_Load.Total_Loan_amount] ),
        DATESMTD ( Merge1[Extra_Fields.Closed Date] ),
        MONTH ( Merge1[Extra_Fields.Closed Date] ) = _CurrMonth
    )

Works like a charm!

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