Summary until today

Question

Hi guys,&nbsp;I have simple table with dates and daily budget, see below.I want to create DAX which will calculate summary of budget column since beginning of currently selected year till today.Note: I have full calendar with multiple years, here is just a sample data for better understanding&nbsp;DateWeekdayMonthWeek NrBudget12/01/25SundayJanuary2&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,18413/01/25MondayJanuary3&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,63814/01/25TuesdayJanuary3&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,63815/01/25WednesdayJanuary3&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,63816/01/25ThursdayJanuary3&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,63817/01/25FridayJanuary3&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,18418/01/25SaturdayJanuary3&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,18419/01/25SundayJanuary3&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,18420/01/25MondayJanuary4&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,63821/01/25TuesdayJanuary4&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,63822/01/25WednesdayJanuary4&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,63823/01/25ThursdayJanuary4&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,63824/01/25FridayJanuary4&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,18425/01/25SaturdayJanuary4&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,18426/01/25SundayJanuary4&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,18427/01/25MondayJanuary5&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,76528/01/25TuesdayJanuary5&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,76529/01/25WednesdayJanuary5&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,76530/01/25ThursdayJanuary5&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,76531/01/25FridayJanuary5&nbsp;€&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,353

anonymous · Answer

Bibiano_Geraldo&nbsp;thanks, but thats not exactly what I want, since when I put it in the table, it will create calculation per each row (including the dates after today), which I dont want to.I want to summary of all the budget since 1.1.2025 until todays date (24.1.2025). Today will be dynamic of course.&nbsp;&nbsp;&nbsp;

anonymous · Answer

Hi&nbsp;Bibiano_Geraldo&nbsp;,&nbsp;it works only when I filter data by date (days).When I filter data by weeks or months, its showing data for whole year instead of data until current week or month

bibiano_geraldo · Answer

Hi&nbsp;Anonymous&nbsp;,
You can use DATESYTD function to achieve your goal, please use this measure DAX :
Cumulative Budget YTD = 
CALCULATE(
    SUM('Table'[Budget]),
    DATESYTD('Table'[Date])
)

&nbsp;

bibiano_geraldo · Answer

Hi&nbsp;Anonymous&nbsp;,
Now i got you, you want a comulative until today, please use the bellow measure to achieve your goal, and let me know if its all ok:
Cumulative Budget YTD = 
IF(
    HASONEVALUE('Table'[Date]), 
    IF(
        MAX('Table'[Date]) &gt; TODAY(),
        BLANK(),
        CALCULATE(
            SUM('Table'[Budget]),
            DATESYTD('Table'[Date]),
            'Table'[Date] &lt;= TODAY()
        )
    ),
    CALCULATE(
        SUM('Table'[Budget]),
        DATESYTD('Table'[Date]),
        'Table'[Date] &lt;= TODAY()
    )
)

&nbsp;
You output should look like this:

&nbsp;

bibiano_geraldo · Answer

Hi&nbsp;Anonymous&nbsp;,
Did you followed well the steps? Or did&nbsp; you downloaded the power bi project from the previous reply to make tests?I just made tests here, and the total filtered by week, month and date its equal, but difer with total of table not filtered:

&nbsp;

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Summary until today

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Date	Weekday	Month	Week Nr	Budget
12/01/25	Sunday	January	2	€ 2,184
13/01/25	Monday	January	3	€ 1,638
14/01/25	Tuesday	January	3	€ 1,638
15/01/25	Wednesday	January	3	€ 1,638
16/01/25	Thursday	January	3	€ 1,638
17/01/25	Friday	January	3	€ 2,184
18/01/25	Saturday	January	3	€ 2,184
19/01/25	Sunday	January	3	€ 2,184
20/01/25	Monday	January	4	€ 1,638
21/01/25	Tuesday	January	4	€ 1,638
22/01/25	Wednesday	January	4	€ 1,638
23/01/25	Thursday	January	4	€ 1,638
24/01/25	Friday	January	4	€ 2,184
25/01/25	Saturday	January	4	€ 2,184
26/01/25	Sunday	January	4	€ 2,184
27/01/25	Monday	January	5	€ 1,765
28/01/25	Tuesday	January	5	€ 1,765
29/01/25	Wednesday	January	5	€ 1,765
30/01/25	Thursday	January	5	€ 1,765
31/01/25	Friday	January	5	€ 2,353