Forum Discussion
Sum to Date
NathanSaber , In case you have date prefer Time Intelligence
In This case, the Assume period is joined to Transaction. Ideally, In such cases you need to have the time/period table separately and use that
To Date =
CALCULATE(SUM(Transactions[Amount]),FILTER(ALL(Period),Period[Period] <= MAX(Period[Period])))In case you have a Date, refer
Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Super UserNathanSaber , In case you have date prefer Time Intelligence
In This case, the Assume period is joined to Transaction. Ideally, In such cases you need to have the time/period table separately and use that
To Date =
CALCULATE(SUM(Transactions[Amount]),FILTER(ALL(Period),Period[Period] <= MAX(Period[Period])))
In case you have a Date, refer
Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a