TOTALYTD (Stop for specific month)

[Lukasz004]

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?

[amitchandak · Accepted solution]

@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) )

[Lukasz004]

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 😉

Thanks for your help @amitchandak