DAX Filter Context: Show Current Month Value while ignoring RELATED Calendar selection

[Titatovenaar2]

Hi guys,

The idea I want to achieve is pretty simple: I want to show the total Stock (based on a SUM of a column of table 'FACT Inventory') of the current month (2021-07), while it ignores any period selected from the 'DIM Calendar's period selection, which is related 1:* one directional to 'FACT Inventory'.

I thought about doing this the following way:

- First remove the entire 'DIM Calendar' filter context, by using ALL('DIM Calendar')

- Then after that, set it dynamically to the latest month, using the following DAX:

CALCULATE(
    [Closing Stock],
    ALL('DIM Calendar'[Date]),
    FILTER(
        'Fact Inventory', 
        RELATED('DIM Calendar'[YearMonth]) = FORMAT(TODAY(), "YYYY-MM")
    )
)

The Closing Stock measure is really simple:

 CALCULATE(
    SUM('Fact Inventory'[Quantity]),
    'Fact Inventory'[Source] = "OpeningStock"
 )

Somehow this still reacts to a period that I select. If I select the entire 2021, I do see only a value at month 2021-07. However, If I select a period from 2021-01 until 2021-06, it won't show me the current month that is 2021-07.

Any ideas how to adapt the filter context in a way that it will show me the current month's value?

Kind regards,

Igor

[Titatovenaar2]

Works perfectly, thanks!

[m3tr01d · Accepted solution]

Hello, you should probably use something like :

VAR _Today = FORMAT(TODAY(), "YYYY-MM")
RETURN
CALCULATE(
    [Closing Stock],
    ALL('DIM Calendar'[Date]),
    'DIM Calendar'[YearMonth] = _Today
)