YTD Calculation

hi  Anonymous 

For your case "calculate YTD which is only upto Oct 2019", you could try one of these three measures:

Step1:

Add a Month No column and  a Year-Month column

Step2:

Just try this measure formula

Measure 1 = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Year]=MAX('Table'[Year])&&'Table'[Month No]<=MAX('Table'[Month No])))

or this logic:

Measure 2 = 
var _maxyearmonth=CALCULATE(MAX('Table'[Year-Month]),FILTER(ALL('Table'),'Table'[Value]<>BLANK())) return
var _maxmonthnoofmaxyear=CALCULATE(MAX('Table'[Month No]),FILTER(ALL('Table'),'Table'[Year-Month]=_maxyearmonth)) return
IF(MAX('Table'[Month No])<=_maxmonthnoofmaxyear, CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Year]=MAX('Table'[Year])&&'Table'[Month No]<=MAX('Table'[Month No]))))

or this ogic:

Measure 3 = 
var _maxyearmonth=CALCULATE(MAX('Table'[Year-Month]),FILTER(ALL('Table'),'Table'[Value]<>BLANK())) return
IF(MAX('Table'[Year-Month])<=_maxyearmonth, CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Year]=MAX('Table'[Year])&&'Table'[Month No]<=MAX('Table'[Month No]))))

Result:

and here is sample pbix file, please try it.

Regards,

Lin