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Sachet_716 Regular Visitor
Regular Visitor

MTD Measure to current date

Please i need some help. I am trying to create a MTD measure in my report.

I am extremely new with DAX and power bi. 

 

I was thinking that i was doing it correctly, however, i have some stores that are no longer active on November but stil shows MTD figure, i dont know why  Smiley Sad

 

MTD Sales = TOTALMTD(sum(CVR[Functional Sale Value]) , CVR[Full Date]) have also tried using my DateDim table

MTD Sales = TOTALMTD(sum(CVR[Functional Sales Value]), DateDim[Date]). 

 

I am close to being so frustrated about this  Smiley Sad 

 

Thank you in advance. 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-yuezhe-msft
Moderator

Re: MTD Measure to current date

@Sachet_716,

You would need to add Month field or Date field to your visual. For more details about how TOTALMTD function works, please review this article: https://msdn.microsoft.com/en-us/library/ee634560.aspx.

1.JPG




Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
5 REPLIES 5
Kieran
Advisor

Re: MTD Measure to current date

Based on your requirements it looks like you have chose the correct function so you are heading in the right direction ... https://msdn.microsoft.com/en-us/library/ee634560.aspx.

 

As a next step please show the relationship within a screen shot of the relationship diagram between your CVR measure / fact table and your DateDim dimension.

 

https://docs.microsoft.com/en-us/power-bi/desktop-create-and-manage-relationships

 

 

Moderator v-yuezhe-msft
Moderator

Re: MTD Measure to current date

@Sachet_716,

Please share sample data of your table and post expected result in table format. You can upload sample data to OneDrive and post shared link here.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Sachet_716 Regular Visitor
Regular Visitor

Re: MTD Measure to current date

Hello @Kieran

 

Here is my table. I am expecting that the 2 stores which i highlighted will appear since i need MTD data, without doing any filters. However, whenever i choose 'November' in my slicer, it gives me the correct data. 

 

I might be doing it wrong?

 

Thank you. 

Cris

 

 

PBI SCREEN.jpg

Moderator v-yuezhe-msft
Moderator

Re: MTD Measure to current date

@Sachet_716,

You would need to add Month field or Date field to your visual. For more details about how TOTALMTD function works, please review this article: https://msdn.microsoft.com/en-us/library/ee634560.aspx.

1.JPG




Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Sachet_716 Regular Visitor
Regular Visitor

Re: MTD Measure to current date

Thank you Lydia.  Smiley Happy