Month to Date Null Issue

Hi, Ang007 

I'm trying to re-understand your problem. So I recreated the simple example table:

Then create a new measure:

MTD sales Corporate = 
VAR LatestDate = MAX('Lease Ledgers'[Lease Created On])
VAR currentMonthStart = DATE(YEAR(LatestDate), MONTH(LatestDate), 1)
VAR SalesAmount = 
    CALCULATE(
        SUM('Lease Ledgers'[Fin Amt '000]),
        FILTER(
            'Lease Ledgers',
            'Lease Ledgers'[Lease Created On] >= currentMonthStart &&
            'Lease Ledgers'[Lease Created On] <= LatestDate &&
            'Lease Ledgers'[corp or retail] = "CORPORATE"
        )
    )
RETURN
    IF(
        ISBLANK(SalesAmount),
        0,
        SalesAmount
    )

At the same time, I also created a calculated column that represents the month for a better view

Put measure and Month field in matrix visual, you can see the following preview:

The subtotals of the matrix are the sum of the values for the current month. The maximum total is the sum of the current months, not the sum of November and December.

You can switch slicers to see the sum of November or December

This is my understanding of your problem, you can correct it if it is not, and you can also use sample data to show your expected results.

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Best Regards

Yongkang Hua

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