My Jan 2020 cumulative revenues and expenses are populating in Jan 2021 also, which populates the entire year of numbers instead of stopping at the current month. I think my formula is correct, but it may have something to do with my using a biennial budget cycle. Thanks for any help you can provide.
Suggested fix below. Exact same pattern applied for cumulative revenue measure. Full solution file posted below.
Cumulative Expense = //Stops at the current month VAR FirstDateOfMonth = DATE( SELECTEDVALUE( Dates[Year] ), SELECTEDVALUE( Dates[MonthNumber] ), 1 ) RETURN IF( FirstDateOfMonth > TODAY(), blank(), CALCULATE( SUM( Budget[YTD_Expense]), FILTER( ALLSELECTED(Dates), 'Dates'[Date] <= MAX ( Dates[Date]) ) ) )
Hope this is helpful.
DAX Cumulative RevExp for biennium - solution.pbix (3.8 MB)
Perfect, thanks so much.
. Glad to help.