Calculate YTD - Dates between FirstFiscalMonth and last month

[cristianml]

Hi,

I need help to calculate my measures between Sep-18 and last month (as YTD) . .  I have the following meaure but the problem is that I need to show in same dashboard two things : 

YTD Amounts = September'18 to March'19

FY19 Amounts = September'18 to August'19

I have this measure and use relative date to show me the YTD but for FY19 it limits me to YTD by using relative date in the Slicer :

YTD Actual Cost =

CALCULATE (

[Actual Costs],

VAR FirstFiscalMonth = 9 -- Set the first month of the fiscal year

VAR LastDay =

MAX ( 'List Period'[Date Period] )

VAR LastMonth =

MONTH ( LastDay )

VAR LastYear =

YEAR ( LastDay )

- IF ( LastMonth < FirstFiscalMonth, 1 )

VAR FilterYtd =

DATESBETWEEN (

'List Period'[Date Period],

DATE ( LastYear, FirstFiscalMonth, 1 ),

LastDay

)

RETURN

FilterYtd

I need if possible a Dax formula that not depends of the date filtered in Slicer ..  I tried to combine these two parameters but I didn't find the logic yet : 

YTD Actual Cost = CALCULATE ([Actual Costs], VAR FirstFiscalMonth = 9   +  VAR LastDay = MAX ( EOMONTH(today(),-1) )

Any ideas ?

Thanks !

[v-danhe-msft]

Hi @cristianml ,

What is your desired result for your formula:

YTD Actual Cost = CALCULATE ([Actual Costs], VAR FirstFiscalMonth = 9   +  VAR LastDay = MAX ( EOMONTH(today(),-1) )

I could not understand if your formula shoud not depend on a slicer, could you please offer your sample pbix file and post your desired result that I could test for you?

Regards,

Daniel He

[cristianml]

Hi @v-danhe-msft ,

Bassically I need a dax formula that can calculate from a specific month  (in my case/example I put 9 to refer to September'18) to last month (in this example March'19) 

Thanks & regards.