In your “Income to Date Last Month” formula, I just made a minor change in it i.e. previously it was “< TODAY()” and I just inserted “=” sign in it making it as “<= TODAY()”. So below is the revised formula and the screenshot of the results provided for the reference -
Income to Date Last Month =
IF( [Total Revenue] = BLANK() ,
CALCULATE( [Total Revenue] ,
DATESMTD(Dates[Date] ) ,
Dates[Date] <= TODAY() ) ,
MONTH ) ) )
Lastly, before I sign off from this thread, in your initial post you mentioned that in the formula when you make it as “<= TODAY()” it calculates the entire result of the last month which is not true. Becuase when I applied the filter on Dec 2020 the Total Revenue for that entire month was 5,57,419.90. Below is the screenshot provided for the reference
So it’s proved that the revised formula is showing the results in proportion upto the dates of the previous month. That is, till 22/01/2021 the results are shown in proporation w.r.t dates 22/12/2020.
I’m also attaching the working of the PBIX file for the reference.
Hoping you find this useful and meets your requirements that you’ve been looking for.
Thanks and Warm Regards,
JK Sales Last Month - Harsh.pbix (674.3 KB)