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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) )

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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) )

!! Microsoft Fabric !!
Microsoft Power BI Learning Resources, 2023 !!
Learn Power BI - Full Course with Dec-2022, with Window, Index, Offset, 100+ Topics !!
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
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 😉