Using MTD and QTD

Hi mp390988 

It sounds like the suggested measures are working, which is good news 🙂

To answer your question on the measure you just posted that isn't working:

When multiple filter arguments are provided to CALCULATE, they are evaluated independently (in the existing context) then applied simultaneously when evaluating the expression in the first argument.

mMTDRev =
CALCULATE(
    [Revenue],
    DATESMTD ( 'CalendarTbl'[Date] ), -- Filter 1: MTD in current context
    CalendarTbl[Date] <= TODAY()      -- Filter 2: Dates <= Current date
)

For example, if CalendarTbl is unfiltered, and assuming the maximum values of CalendarTbl[Date] is 31 December 2026 and the current date is 6 May 2026, the two filters would be:

• MTD as at 2026-12-31 = All of December 2026
• All dates up to and including 6 May 2026

These two filters have no intersection, so the [Revenue] measure is blank when both are applied simultaneously.

The difference with the measures I suggested is that they first apply the "today" filter (as an outer filter), then apply the MTD filter (as an inner filter).

Recommended article:

https://www.sqlbi.com/articles/order-of-evaluation-in-calculate-parameters/