Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

To celebrate FabCon Vienna, we are offering 50% off select exams. Ends October 3rd. Request your discount now.

Reply
Anonymous
Not applicable

Remove filter off specific Column on Matrix

Hi everyone, I have a three column Matrix which is filtered by month. For one of them as supposed to having it calculate further by broken month I want to keep those values as YTD. How can I do this using Dax or some other method. 

 

Thanks in advance.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Just wanted to provide a solution to my own post! 

 

There is a built in Total YTD Function that I used. Works like a charm for anyone trying to do something similar

TOTALYTD(SUM(Column),DimDate[Year Month],ALL(DimDate),"10/31")

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Just wanted to provide a solution to my own post! 

 

There is a built in Total YTD Function that I used. Works like a charm for anyone trying to do something similar

TOTALYTD(SUM(Column),DimDate[Year Month],ALL(DimDate),"10/31")
V-lianl-msft
Community Support
Community Support

Hi @Anonymous ,

 

For YTD you could create separate measure as well.

Assuming you have Date column and have more than current year's data, without date dimension table.

Try this:

Measure =
CALCULATE (
    SUM ( Table[Value] ),
    FILTER (
        ALL ( Table ),
        YEAR ( Table[Date] )
            = YEAR ( TODAY () )
    )
)

 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak
Super User
Super User

@Anonymous ,The information you have provided is not making the problem clear to me. Can you please explain with an example.

for Ytd you can use time intelligence with date table

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))


MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.
Appreciate your Kudos.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube
Greg_Deckler
Community Champion
Community Champion

@Anonymous  - Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

 

That being said, if I understand what you are asking, it probably involves ALL or ALLEXCEPT.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

Helpful resources

Announcements
September Power BI Update Carousel

Power BI Monthly Update - September 2025

Check out the September 2025 Power BI update to learn about new features.

Top Kudoed Authors