Modify MTD, YTD, FY behavior in a table with months

[VickyDev18]

I have created standard MTD, YTD, FY measures as shown below as calcualted items in a calculation group.

MTD = CALCULATE(SELECTEDMEASURE(), DATESMTD('Date'[Date]))

YTD = CALCULATE(SELECTEDMEASURE(), DATESYTD('Date'[Date]))

FY = CALCULATE(SELECTEDMEASURE(), ALLEXCEPT('Date', 'Date'[Year]))

I'd like to know if it's possible to modify the behaviour of these measures such that they show values as shown below when a month is part of the table. Sample File Link

[TomMartens]

Hey @VickyDev18 ,

please describe in more detail what you mean by "behave."

Next, when I remove the selection of May it becomes apparent that "FY" does not show the same values as in the image. What is the expectation/business rule for FY.

Regards,

Tom

[VickyDev18]

FY should basically show the full year total when a month is NOT part of the visual or more specifically the row in the visual e.g. total row, but when month is in the row it should the monthly value.   

[Anonymous]

HI @VickyDev18,

You cna add if statement to check the current hierarchy level and redirect to different calculation expression and output correspond result based on current hierarchy level.

Clever Hierarchy Handling in DAX - SQLBI

Regards,

Xiaoxin Sheng