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Lukasz004
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
amitchandak
Super User
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) )

View solution in original post

2 REPLIES 2
amitchandak
Super User
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) )

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 

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