Show Graph From First Month until filtered Month of the Year

[Anonymous]

Hi All,

I have request where I need the user to review sales numbers each month from 1st month till selected month.

I managed to do this usind below measure

Sales up to selected month = 

CALCULATE ( 
    [Sum Of Sales],
    FILTER( 
        dim_date, 
        MAX ( dim_date[Date]) <= MAX ( DisconnectedDate[Date] )
    )
)

This works well with data for one year only, and if I add another year it simply sums the sales numbers for each month. I want the user to select a year from a slicer and then review sales that year per month. 

Relations is a below:

Your assistance is much appreciated - thanks!

[amitchandak · Accepted solution]

@Anonymous , You do not want to show a trend YTD can work with date table and time intelligence

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

In case you want show trend you need independent date table in slicer

//Date1 is independent Date table, Date is joined with Table
new measure =
var _max = maxx(allselected(Date1),Date1[Date])
var _min = eomonth(_max,-1*MONTH(_max))+1
return
calculate( sum(Table[Value]), filter('Date', 'Date'[Date] >=_min && 'Date'[Date] <=_max))

Need of an Independent Date Table:https://www.youtube.com/watch?v=44fGGmg9fHI

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

[Anonymous]

Hi @amitchandak,

Thanks a million for your reply. Which was much helpfull. 

I manged to solve the puzzle with below measure as you suggested: 

Sales YTD upto selected month = 

var _max = maxx(ALLSELECTED(DisconnectedDate),DisconnectedDate[Date])
var _min = eomonth(_max,-1*MONTH(_max))+1

return

Calculate([Sum Of Sales], Filter(dim_date,dim_date[Date] <= _max && dim_date[Date] >=_min))

Tables are now filtering as requested! Perfect 🙂

Thanks once again!