Forum Discussion
Need Help With Monthly Total Vs YTD
VasTg Many thanks fro your help thus far.
Those are the only two pieces of information in the data as previoulsy posted. I picked the monthly total from the main table since its already aggregated(value).
YTD dax is as follows: Calculate(Sum(Tablename[monthly value]),Filter(All(Datetable[date]),datetable[date]<=Max(Datetable[Date])).
Expected output when FY and Monthname is applied:
Month YTD
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Memorable MemberAnonymous
You stated the problem is with Month value is not showing for the correct month. I tested with your input data and I see the correct value. Could you upload your PBIX file to check what the error is.
If it helps, mark it as a solution
Kudos are nice too.
VasTg ,
Did you link it to a datetable? I have my data set up to a datetable. Due to the privacy of the data model, I cannot my pbix. However, I have reviewed your sample but i see you have Calendar year. I have a FY starting from Jul-Jun. And somehow when I place the total monthly into the cad visual, it automatically adds both months just as the YTD.