YTD with SelectedValue of Year Month Slicer

DAX DAX Calculations
1

Hi ,

I would like dax to calculate YTD based on SelectedValue of Year Month Slicer. I need to show Current Period, YTD and Full Current Year in three different matrices.

I am implementing Calc Groups to reduce plethora of measures from being created.

Users need a slicer to dynamically switch Calc Groups of Current Period, YTD and Full Year.

So when Year Month 2020-P10(October) is Selected then I need YTD to calculate from Jan to Oct of 2020.

Similarly when Year Month 2019-October is Selected then I need YTD to calculate from Jan to Oct of 2019.

here is my Current Period Calc

CP Measure =

CALCULATE (

SELECTEDMEASURE (),

FILTER (

ALLSELECTED ( fact_table ),

fact_table [type] = “ACTUAL”

),

FILTER (

fact_table,

fact_table[YearMonth]

= SELECTEDVALUE ( ‘dim_date’[[YearMonth] )

)

)

YTD Measure = 
CALCULATE (
        SELECTEDMEASURE (),
        FILTER (
            ALLSELECTED ( fact_table ),
fact_table [type] = "ACTUAL"
        ),
        DATESYTD( fact_table[Date])
    )

When nothing is selected on Slicer I get YTD Values but when Slicer has selection of Year Month then CP & YTD shows same.

Please guide how I can achieve this requirement

Thanks,
Archer

2

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3

My Revised Measure to acheive Dynamic YTD based on Selected Month
I would be interested to hear of any optimized way of doing the same

YTD Measure = 
CALCULATE (
SELECTEDMEASURE (),
FILTER (
ALL ( fact_table ),
fact_table [type] = "ACTUAL"
),
FILTER (
            ALL ( fact_table  ),
           fact_table[YearPeriod]
                >= LEFT(SELECTEDVALUE(dim_date[YearPeriod]),4) & " 01"
            && fact_table[YearPeriod] 
                <= SELECTEDVALUE ( 'dim_date'[YearPeriod] )
        )
)

Many Thanks

Archer