cancel
Showing results for
Did you mean:

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Frequent Visitor

## TOTALYTD (Stop for specific month)

Dear all,

I´m trying a "simple" measure to calculate the cumulative values from the beginning of the year until a month from the most recent date.

For example, In FactSales table I have column OrderDate where the last date is 2020.07.30

The formula below works:

Sum Of Sales Amount YTD =
VAR max_month = 7
RETURN
TOTALYTD(
[Sum Of SalesAmount],
DimDate[Date],
MONTH(FactSales[OrderDate]) <= max_month
)

but this formula does not work:

Sum Of Sales Amount YTD =
VAR max_month = MONTH(MAX(FactSales[OrderDate]))
RETURN
TOTALYTD(
[Sum Of SalesAmount],
DimDate[Date],
MONTH(FactSales[OrderDate]) <= max_month
)

Any help?

1 ACCEPTED SOLUTION
Super User

@Lukasz004 , You have try like example

YTD=
var _max = maxx(allselected('order'),'order'[order date])
var _min = date(year(_max ),1,1)

return
CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

or

YTD=
var _max = maxx(allselected('order'),'order'[order date])
var _min = date(year(_max ),1,1)

return
CALCULATE(sum('order'[Qty]), FILTER(('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

2 REPLIES 2
Super User

@Lukasz004 , You have try like example

YTD=
var _max = maxx(allselected('order'),'order'[order date])
var _min = date(year(_max ),1,1)

return
CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

or

YTD=
var _max = maxx(allselected('order'),'order'[order date])
var _min = date(year(_max ),1,1)

return
CALCULATE(sum('order'[Qty]), FILTER(('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

Frequent Visitor

I changed my variable:

VAR max_month = MONTH(MAX(FactSales[OrderDate]))

to

VAR max_month = MONTH(MAXX(ALL(FactSales), FactSales[OrderDate]))

and the formula works fine 😉

Announcements

#### Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

#### Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

#### Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors
Top Kudoed Authors