Struggling with YTD

[Pfoerster]

Hello,

I am trying to build a report, which is showing me YTD sales until a choosen month. 

In my report, I am working with two tables, which are not linked (for some reasons concerning stock figures): one with all my information, second table only with month (Jan to Dec). 

Now, the user should be able to use the month slicer and choose for example july, and in the report, the July YTD Sales should occure. 

I am using following measure:

Actuals YTD = (VAR _Curr_month = SELECTEDVALUE('Monat'[Month])

return

calculate(sum(Combined[SalesVolume]),Filter(Combined,Combined[Scenario]="Actual"),FILTER(Combined,Combined[Type]="3rd"),Combined[Month] <= _Curr_month ))

This measure should select only actual figures and sales to 3rd partie for all month <= the choosen one. Unfortunately, as result I got figures, which do not make any sence and I absolutly have no idea, what is wrong. 

Thank you for any hint and help. 

[MFelix]

Hi @Pfoerster ,

Try to redo your measure to:

Actuals YTD =
 (
    VAR _Curr_month =
        SELECTEDVALUE ( 'Monat'[Month] )
    RETURN
        CALCULATE (
            SUM ( Combined[SalesVolume] ),
            FILTER (
                Combined,
                Combined[Scenario] = "Actual"
                    && Combined[Type] = "3rd"
                    && Combined[Month] <= _Curr_month
            )
        )
)

[amitchandak · Accepted solution]

@Pfoerster , do you have date or if you can create date.

date = date([year],[month],1) //month is a number

How to do when it mmm or mmmm -https://youtu.be/yPQ9UV37LOU

Time intelligence

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

For Rank Refer these links
https://radacad.com/how-to-use-rankx-in-dax-part-2-of-3-calculated-measures
https://radacad.com/how-to-use-rankx-in-dax-part-1-of-3-calculated-columns
https://radacad.com/how-to-use-rankx-in-dax-part-3-of-3-the-finale
https://community.powerbi.com/t5/Community-Blog/Dynamic-TopN-made-easy-with-What-If-Parameter/ba-p/3...

[Pfoerster]

Aye, perfect. That was a good advice:

I add a new column to my information table which gives me the number of Month (January = 1...). Then, I created another new measure, which transforms the selected month also into a number, and after that, the Sales Formular with <= works well. Thank you!