Calculate YTD by selected value and show all moths

[twister8889]

Hi guys,

I need to show YTD values by selected Date value field and show all values to each month until the selected month. This measure is only if type = A, So if the user selected type = A,  and date 202104 the expected result is:
For types differents of A, I need to show all values until the Date selected and not the only YTD.

Type Month    Value
A      202101   10
A      202102    20
A      202103    30
A      202104    40
A     202012      0
A     202011      0
A     202010      0
B     202101     100

B    202012       200
B    201907     200

Total       600

[V-pazhen-msft · Accepted solution]

@twister8889 
Plenty things you need to do. Please check the pbix for detail:

1. Create a date column, and use the date column instead of month column to filter

Date = DATE(LEFT([Month],4),RIGHT([Month],2),01)

2. Create a separate table to be used as slicers:

Table 2 = SUMMARIZECOLUMNS('Table'[Type],'Table'[Date])

3. Create a result measure:

Measure = IF(SELECTEDVALUE('Table 2'[Type])="A",
TOTALYTD(SUM([Value]),'Table'[Date],FILTER('Table',[Type]=SELECTEDVALUE('Table 2'[Type]) && [Date]<=SELECTEDVALUE('Table 2'[Date]))),
CALCULATE(SUM('Table'[Value]),ALL('Table')))

Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly.

[Anonymous]

Here's something from Alberto Ferrari to this effect: https://youtu.be/d8Rm7dwM6gc