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Anonymous
Not applicable

TOTALMTD for various month beginning and ending

Dear experts,

 

I am trying to use TOTALMTD function:

MTD Act = TOTALMTD([Sales ACT],'Calendar - all'[Fiscal Date])
 
Handas_2-1660661357019.png

(in printscreen next lvl of Fiscal Period is week)

 
However my months have specific start/end dates. For example February start date should be 29.1. and ending 4.3. How should I solve this? Is it possible to mark column in date table as Month? It seems TOTALMTD calculates month from Fiscal Date and not take column Fiscal Month into consideration.

 

Handas_1-1660661166635.png

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Anonymous , Assume you Month Period and period Start date

 

you need period rank on period start date of year period

Period Rank = RANKX(all(Period),Period[year period],,ASC,Dense)

 

Period Day =datediff([Period Start date] , [Date],Day) +1

 

This Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])))
Last Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])-1))

 

PTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Period Rank]=max('Date'[Period Rank]) && [Period Day] <=max([Period Day])))
LPTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Period Rank]=max('Date'[Period Rank])-1 && [Period Day] <=max([Period Day])))

 

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

 

DAX Calendar - Standard Calendar, Non-Standard Calendar, 4-4-4 Calendar
https://www.youtube.com/watch?v=IsfCMzjKTQ0&t=145s

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View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@Anonymous , Assume you Month Period and period Start date

 

you need period rank on period start date of year period

Period Rank = RANKX(all(Period),Period[year period],,ASC,Dense)

 

Period Day =datediff([Period Start date] , [Date],Day) +1

 

This Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])))
Last Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])-1))

 

PTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Period Rank]=max('Date'[Period Rank]) && [Period Day] <=max([Period Day])))
LPTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Period Rank]=max('Date'[Period Rank])-1 && [Period Day] <=max([Period Day])))

 

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

 

DAX Calendar - Standard Calendar, Non-Standard Calendar, 4-4-4 Calendar
https://www.youtube.com/watch?v=IsfCMzjKTQ0&t=145s

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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