Using TotalMTD Formula is Pulling last day of last month

[Libbyb23]

Hi, 

I am trying to calculate the sum of sales for current mtd. The formula I am using is below and is working, except for the fact it is pulling sales data from 5/31.

Sold = TOTALMTD(SUM('Sales Data'[sales_price]), 'Sales Data'[invoice_date], FILTER('Sales Data', 'Sales Data'[invoice_date].[Year] = 2024))

[rajendraongole1 · Accepted solution]

Hi @Libbyb23 - This should give you the correct MTD sales total without including data from previous years or months

Try below logic

Sold =
CALCULATE(
TOTALMTD(
SUM('Sales Data'[sales_price]),
'Sales Data'[invoice_date]
),
FILTER(
ALL('Calendar'),
'Calendar'[Year] = YEAR(TODAY())
)
)

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[Libbyb23 · Accepted solution]

Hi!

Thanks for the quick help!

I used the formula you provided and updated Today() to 2024. Today () was still pulling from last year.

Sold = CALCULATE(

TOTALMTD(

SUM('Sales Data'[sales_price]),

'Sales Data'[invoice_date]

),

FILTER(

ALL('Date Dimension'),

'Date Dimension'[Year] = YEAR(2024)

)

)

[rajendraongole1 · Accepted solution]

Hi @Libbyb23 - This should give you the correct MTD sales total without including data from previous years or months

Try below logic

Sold =
CALCULATE(
TOTALMTD(
SUM('Sales Data'[sales_price]),
'Sales Data'[invoice_date]
),
FILTER(
ALL('Calendar'),
'Calendar'[Year] = YEAR(TODAY())
)
)

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!