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Ainala
Frequent Visitor

Need Help with Current Month, Total year DAX

Hello Power Users,

 

I'm struggling with some dax measures. I have 2 slicers from Date table ( Year and Month). I would like to create measures for Month(First Day of the month-Last Day of the month), YeartoCurrentMonth( First Day of the year - Last day of the month) and TotalYear(First Day of the year - Last day of the Year). 

 

If the user selects Year-2022 and Month-June or 6 in the slicers then i need to calculate Openorders.

 

Current Month Orders6/1/22 - 6/30/22
Current Year upto current month Orders1/1/22 - 6/30/22
Whole Current year Orders1/1/22 - 12/31/22

 

Please help me with the calculation.

 

Thanks,

 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

Please check the attached pbix file below.

I tried to create a sample pbix file, and the data model looks like the below.

All measures are in the attached pbix file.

 

Untitled.png

 

Current month orders: = 
VAR _currentyear =
    MAX ( 'Calendar'[Year] )
VAR _currentmonth =
    MAX ( 'Calendar'[Month] )
VAR _lastdateofthemonth =
    CALCULATE (
        MAX ( 'Calendar'[Date] ),
        FILTER (
            ALL ( 'Calendar' ),
            'Calendar'[Year] = _currentyear
                && 'Calendar'[Month] = _currentmonth
        )
    )
VAR _periodtable =
    FILTER (
        ALL ( 'Calendar' ),
        'Calendar'[Date] <= _lastdateofthemonth
            && 'Calendar'[Year] = _currentyear
            && 'Calendar'[Month] = _currentmonth
    )
RETURN
    CALCULATE ( SUM ( Data[Order] ), _periodtable )

 

Current year  upto current month orders: = 
VAR _currentyear =
    MAX ( 'Calendar'[Year] )
VAR _currentmonth =
    MAX ( 'Calendar'[Month] )
VAR _lastdateofthemonth =
    CALCULATE (
        MAX ( 'Calendar'[Date] ),
        FILTER (
            ALL ( 'Calendar' ),
            'Calendar'[Year] = _currentyear
                && 'Calendar'[Month] = _currentmonth
        )
    )
VAR _periodtable =
    FILTER (
        ALL ( 'Calendar' ),
        'Calendar'[Date] <= _lastdateofthemonth
            && 'Calendar'[Year] = _currentyear
    )
RETURN
    CALCULATE ( SUM ( Data[Order] ), _periodtable )

 

Current year all orders: = 
VAR _currentyear =
    MAX ( 'Calendar'[Year] )
VAR _lastdateoftheyear =
    CALCULATE (
        MAX ( 'Calendar'[Date] ),
        FILTER (
            ALL ( 'Calendar' ),
            'Calendar'[Year] = _currentyear
        )
    )
VAR _periodtable =
    FILTER (
        ALL ( 'Calendar' ),
        'Calendar'[Date] <= _lastdateoftheyear
            && 'Calendar'[Year] = _currentyear
    )
RETURN
    CALCULATE ( SUM ( Data[Order] ), _periodtable )

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

View solution in original post

2 REPLIES 2
Ainala
Frequent Visitor

@Jihwan_Kim Thank you so much, It worked like a champ

Jihwan_Kim
Super User
Super User

Hi,

Please check the attached pbix file below.

I tried to create a sample pbix file, and the data model looks like the below.

All measures are in the attached pbix file.

 

Untitled.png

 

Current month orders: = 
VAR _currentyear =
    MAX ( 'Calendar'[Year] )
VAR _currentmonth =
    MAX ( 'Calendar'[Month] )
VAR _lastdateofthemonth =
    CALCULATE (
        MAX ( 'Calendar'[Date] ),
        FILTER (
            ALL ( 'Calendar' ),
            'Calendar'[Year] = _currentyear
                && 'Calendar'[Month] = _currentmonth
        )
    )
VAR _periodtable =
    FILTER (
        ALL ( 'Calendar' ),
        'Calendar'[Date] <= _lastdateofthemonth
            && 'Calendar'[Year] = _currentyear
            && 'Calendar'[Month] = _currentmonth
    )
RETURN
    CALCULATE ( SUM ( Data[Order] ), _periodtable )

 

Current year  upto current month orders: = 
VAR _currentyear =
    MAX ( 'Calendar'[Year] )
VAR _currentmonth =
    MAX ( 'Calendar'[Month] )
VAR _lastdateofthemonth =
    CALCULATE (
        MAX ( 'Calendar'[Date] ),
        FILTER (
            ALL ( 'Calendar' ),
            'Calendar'[Year] = _currentyear
                && 'Calendar'[Month] = _currentmonth
        )
    )
VAR _periodtable =
    FILTER (
        ALL ( 'Calendar' ),
        'Calendar'[Date] <= _lastdateofthemonth
            && 'Calendar'[Year] = _currentyear
    )
RETURN
    CALCULATE ( SUM ( Data[Order] ), _periodtable )

 

Current year all orders: = 
VAR _currentyear =
    MAX ( 'Calendar'[Year] )
VAR _lastdateoftheyear =
    CALCULATE (
        MAX ( 'Calendar'[Date] ),
        FILTER (
            ALL ( 'Calendar' ),
            'Calendar'[Year] = _currentyear
        )
    )
VAR _periodtable =
    FILTER (
        ALL ( 'Calendar' ),
        'Calendar'[Date] <= _lastdateoftheyear
            && 'Calendar'[Year] = _currentyear
    )
RETURN
    CALCULATE ( SUM ( Data[Order] ), _periodtable )

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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