Stop YTD from Pre-Filling Future Months

[Anonymous]

How do i get the YTD to NOT use this months data for current months? Example below: Today we are in september, and the YTD measure is pre-filling October, November, and December with this months data.

How do I make it blank? Thanks.

[danextian · Accepted solution]

Hi @Anonymous ,

This is usually the case if you have a separate Facts and Dates tables. Your Dates table has the full year but Facts is only up to a particular date. In that case, you may try this measure:

Running Sum = 
IF (
    MAX ( Dates[Date] ) <= CALCULATE ( MAX ( 'Facts'[Date] ), ALL ( 'Facts' ) ),
    CALCULATE (
        [Aggregation Measure],
        FILTER ( ALL ( Dates ), Dates[Date] <= MAX ( Dates[Date] ) )
    )
)

[darentengmfs]

Hi @Anonymous 

Add a new column in your date table

Today and Before = IF([Date]<=TODAY(),1,0)

Click on the visual, go to the filter pane, add [Today and Before] in it and select 1.

[Anonymous]

Unfortunately this didn't do anything for me.

[amitchandak]

@Anonymous , Use the date from month year is coming in visual

if(Max(Date[date]) >Today(), blank() , [YTD])

if(Max(Date[date]) > eomonth(Today(),0), blank() , [YTD])