YTD Calc Not Working

[cpadilla0024]

Hi,

I am having issues getting the YTD Calculation to work for me. I have tried about 5 different way with different functions. Please help!

My latest DAX formula for YTD Actual Amt is below. I have tried to do it by date and use use FILTER and DATESBETWEEN as well as the TOTALYTD function.

YTD Actual Amt =
VAR SelectedMonth = SELECTEDVALUE(Detail[Month])
VAR SelectedPeriod = LOOKUPVALUE(Detail[Period],Detail[Month],SelectedMonth)
RETURN CALCULATE(
[MTD Actual],
FILTER(ALL(Detail[Period]), Detail[Period] <= SelectedPeriod))

In theory, it should sum July-Nov (less than or equal to Period 5) results but it seems to only follow my MTD Calculation.

 

[cpadilla0024]

Finally solved this one. A side calendar table helps. I did this without it before and it worked but it would not for some reason now. I guess having a side calendar table is a good habit to get into.