Monthly Report

[Anonymous]

Hi

New to Power BI so very limited knowledge to none at all.

I have my data source from excel - I just need to compile a YTD report, which I have done. Now I would like a monthly report that will generated to report that month's figures, which I just can't figure out.

I have the datetype as DD Month and YYYY (06 July 2022).

Any direction, assistance will be greatly appreciated.

[v-eqin-msft]

Hi @Anonymous ,

Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or if you are still confused about it, please provide me with more details about your table and your problem or share me with your pbix file after removing sensitive data.

Best Regards,
Eyelyn Qin

[Anonymous]

yes, sorry my bad.

[v-eqin-msft · Accepted solution]

Hi @Anonymous ,

According to this——Now I would like a monthly report that will generated to report that month's figures.

Please try:

Measure = CALCULATE(SUM('Table'[Value]),FILTER('Table',DATEDIFF('Table'[Date],TODAY(),MONTH)=0))

Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Anonymous , Try to mark this as date column.

After then with help from Time intelligence and date table

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA