How do I create a Month to Date and Budget total by calendar date?

[chchIntech]

Hi there,

I am relatively new to Power BI, and still learning some of the DAX capabilities.

I am trying to create a report for our client that shows the following:

The values come out of an Invoice summary file, that shows the value of the Invoice by calendar date.  So there can be multiple entries of Invoices for February, multiple for March and multiple for April etc...

The Invoice extract data we have will update daily with new info.

The Monthly Budgets are fixed to a calendar month, and the yearly budget is fixed for that financial year.

My questions are:

If the data updates itself daily and time moves on - how do I get the Current Month values to recognise the current month and total them accordingly?  i.e. I was in March, but now it is April - how do I get it to show only current April sales without remaking the report?

The financial year begins in February (for this client).  How do I get it to add the budget amounts of FEB, MAR and APRIL once we reach April?  What happens when it becomes May?

Many thanks in advance for your help....  New to this stuff, but looking forward to getting into deeper.