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powerbiss
Helper I
Helper I

Calculate Budget quantity till current month

Hi Guys,
I am trying to sum the quantity column from Jan to current month of this year. The measure should be dynamic that is if the month is July then the measure should calculate the quantity from Jan to July and if the month is August, then the measure should calculate quantity from Jan to August.

 

Really appreciate your help.
Thanks

 

 

 

budgets.png

 

 

1 ACCEPTED SOLUTION
Samarth_18
Super User
Super User

Hi @powerbiss ,

 

You could create a measure as below:-

 

Measure =
CALCULATE (
    SUM ( 'Table (3)'[quantity] ),
    FILTER (
        'Table (3)',
        YEAR ( 'Table (3)'[budget_date] ) = YEAR ( TODAY () )
            && MONTH ( 'Table (3)'[budget_date] ) <= MONTH ( TODAY () )
    )
)

 

Output:-

Samarth_18_0-1654537653059.png

 

BR,

Samarth

Best Regards,
Samarth

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
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View solution in original post

4 REPLIES 4
Samarth_18
Super User
Super User

Hi @powerbiss ,

 

You could create a measure as below:-

 

Measure =
CALCULATE (
    SUM ( 'Table (3)'[quantity] ),
    FILTER (
        'Table (3)',
        YEAR ( 'Table (3)'[budget_date] ) = YEAR ( TODAY () )
            && MONTH ( 'Table (3)'[budget_date] ) <= MONTH ( TODAY () )
    )
)

 

Output:-

Samarth_18_0-1654537653059.png

 

BR,

Samarth

Best Regards,
Samarth

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin

Hi Samarth,

The DAX measure worked. Thanks for your help.

Syk
Super User
Super User

Try something like this

YTD = TOTALYTD(SUM('table'[quantity]),'table'[budget_date])

 

Hey Syk,

The DAX measure is showing the whole year amount. 

 

Thanks

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