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KarenFingerhut's avatar
KarenFingerhut
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1 year ago
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Values Determined by Year and Month Filter Selection

Morning all

 

Really hope someone can help me please

 

I have a table with a set of values in. 

 

Year      Month            Value

2025     April                10

2025     May                 20

2025     June                 50  

2025     July                  100

 

The values each month are cumulative of the previous months. So if you selecting June you'll get 50, if you select July you'll get 100

 

The problem i have is that if they select the year filter and dont select a month I want it to show the latest figure from the latest month so July . However when I select the year only its summing up all the values and giving me an incorrect figure of  180.

 

Does anyone know what DAX to do to make sure that depending which filter they choose, either month or year, they get the corret value

 

Hope this makes sense

 

Kind regards

Karen

  • Hi KarenFingerhut ,

     

    Totally makes sense — since your values are cumulative, you don’t want to sum them when only the year is selected. Instead, you want to return the latest value from the selected period.

    Here’s a DAX measure that should do the trick:

    Latest Cumulative Value =
    VAR SelectedYear = SELECTEDVALUE('YourTable'[Year])
    VAR LatestMonth =
        CALCULATE(
            MAX('YourTable'[Month]),
            'YourTable'[Year] = SelectedYear
        )
    RETURN
    CALCULATE(
        MAX('YourTable'[Value]),
        'YourTable'[Year] = SelectedYear,
        'YourTable'[Month] = LatestMonth
    )

    Replace 'YourTable' with your actual table name, and make sure the Month column is either a proper date or has a sort order (e.g., April = 4, May = 5, etc.).

     

    If your Month column is text (like "April", "May"), you’ll need a separate column that gives it a numeric order so MAX() works correctly.

    Here’s a Microsoft doc that might help with time intelligence and filtering:
    https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-date-tables

    Let me know if you need help adapting this to your model!

    If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.
    This response was assisted by AI for translation and formatting purposes.

6 Replies

  • Hi KarenFingerhut ,

     

    Totally makes sense — since your values are cumulative, you don’t want to sum them when only the year is selected. Instead, you want to return the latest value from the selected period.

    Here’s a DAX measure that should do the trick:

    Latest Cumulative Value =
    VAR SelectedYear = SELECTEDVALUE('YourTable'[Year])
    VAR LatestMonth =
        CALCULATE(
            MAX('YourTable'[Month]),
            'YourTable'[Year] = SelectedYear
        )
    RETURN
    CALCULATE(
        MAX('YourTable'[Value]),
        'YourTable'[Year] = SelectedYear,
        'YourTable'[Month] = LatestMonth
    )

    Replace 'YourTable' with your actual table name, and make sure the Month column is either a proper date or has a sort order (e.g., April = 4, May = 5, etc.).

     

    If your Month column is text (like "April", "May"), you’ll need a separate column that gives it a numeric order so MAX() works correctly.

    Here’s a Microsoft doc that might help with time intelligence and filtering:
    https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-date-tables

    Let me know if you need help adapting this to your model!

    If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.
    This response was assisted by AI for translation and formatting purposes.

    • KarenFingerhut's avatar
      KarenFingerhut
      Icon for Responsive Resident rankResponsive Resident

      HI burakkaragoz 

      Thanks so much for getting back to me so promptly. I'll give your suggestion a whirl and let you know 😁

      Once again thank you

      Kind regards

      Karen

  • What visual do you want the value to be shown in? And what dimensions would you be adding to that visual?

  • v-karpurapud's avatar
    v-karpurapud
    Icon for Community Support rankCommunity Support

    Hi KarenFingerhut 

    We are following up regarding your query. Could you please confirm if the issue has been resolved?If so, kindly mark the helpful response and accept it as the solution to assist other community members in resolving similar issues more efficiently. If not, please provide detailed information so we can better assist you.


    Thank You.