Calculating sum of value with filter on date and year as legend

[parissap]

Hi

I want to see the year-to-date sales amount per customer and year in a column chart. I used this formula 

CALCULATE(

    sum(UnifiedData[value]),

     VALUES(UnifiedData[Year]),

    filter( UnifiedData,UnifiedData[delivery day customer]<today()  )

)

Where value is the sale amount, I have the customer in my X axis and the year as a legend. The formula returns the correct value for the current year, but for last years, It's cumulative with the current year, and I don't know how to limit it per year. 

Please help me.

 Thanks

[v-zhouwen-msft · Accepted solution]

Hi @parissap ,

The table data is shown below:

Please follow these steps:
1. Use the following DAX expression to create a measure named ‘SumSales ’

SumSales =
CALCULATE (
    SUM ( UnifiedData[value] ),
    FILTER ( 'UnifiedData', 'UnifiedData'[delivery day customer] < TODAY () )
)

2. Use the 'Year' column to create a slicer

3. Final output

Best Regards,
Wenbin Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.