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YTD Calc with Month Slicer

Hi,

I am having problems getting the YTD calc to work when I slice on my month. It seems to always be calculating the MTD values for me. Here is the formula I tried (our fiscal year ends on 6/30):

ledger_ytd =
CALCULATE(
[ledger_mtd],
DATESYTD(ledger[Date],"6/30"
)
)


My measure of ledger_mtd is just summing values by period. I have a calendar lookup table that is pretty standard. We do monthly closes so I just tagged all my dates to be the end of the month and created a relationship to my ledger data. Please help!

1729611646016.png
 
You need to override filter context of the visual. Since it's segregated to "Aug" that's limiting the scope.
You'll need to use ALL() and apply your condition using FILTER() function.
 
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