Only display data up to previous month (or sum YTD up to previous month)

[semidevil]

My data source already has a calendar table for the entire 2018, but my data is still getting updated monthly. I want only display data up to the previous month. So for example, when March comes, I will only display or sum up to the February.

I also need something similar that will sum year to date up to the previous month

What is the best way or measure to do this?

[Ana2022]

@Greg_Deckler - Ive tried this in my measure but the values are not being restricted to the previous month but YTD. Can you help please? Thanks!

[littlemojopuppy]

Hi @Ana2022 -

That's really complicated DAX...

Three questions:

1. What are you trying to do?
2. Do you have a date table and is it marked appropriately?
3. Can you provide sample data?

[littlemojopuppy]

Hi!  I came across this looking for a solution for a similar problem.  I wanted to share what I came up with for anyone who might be looking in the future...

    CALCULATE(
        TOTALYTD (
            [Forecasted Contract Count],
            'Calendar'[Date]
        ),
        INTERSECT(
            DATESYTD('Calendar'[Date]),
            PREVIOUSMONTH('Calendar'[Date])
        )
    )

[vishal097]

Thank you so much, this works perfectly.

[Greg_Deckler]

Incredibly difficult to say since there is no data given or desired outcome given. But, you could create a date and use it in a FILTER like this:

Measure = 
VAR MyDate = DATE(YEAR(TODAY()),MONTH(TODAY())-1,DAY(TODAY()))
RETURN
<do something here where you filter using MyDate>

[semidevil]

thanks.  Here's a sample code.  when I run this,  I seem to get the sum of the entire data, not just from January.

PriorDate = 
var PriorMonthDate = DATE(YEAR(TODAY()),MONTH(TODAY())-1,DAY(TODAY()))
return
CALCULATE(SUM(Table[data]),filter(Table,PriorMonthDate))

[Greg_Deckler · Accepted solution]

@semidevil- Try something like this:

PriorDate = 
var PriorMonthDate = DATE(YEAR(TODAY()),MONTH(TODAY())-1,DAY(TODAY()))
return
CALCULATE(SUM(Table[data]),filter(Table,Table[Date]<PriorMonthDate))

or something along those lines.