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TOTALYTD measure works, but TOTALMTD on same fields returns no value

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Hi All -

 

I'm having a problem with TOTALMTD not returning a value...here is the scenario:

I'm using financial data and trying to compare MTD and YTD actual to budget. Since I only want to display months that contain actual data, I am using this measure to eliminate the months that do not contain actual amounts yet..

Sum Amount = SUMX(FILTER(Fact_Amounts,Fact_Amounts[DateKey]<=Fact_Amounts[MaxDate]),Fact_Amounts[Amount])

where MaxDate is derived from the MAX of all the date keys for actual amounts. I then use TOTALMTD and TOTALYTD to calculate actual, budget and variance.

 

Where I have a problem is MTD amounts will not display unless I specifically select a month, but YTD works fine. The odd thing is that if I select the prior year (which has full 12 months of data) in my slicer, the MTD totals appear and display December of the prior year.

 

 

 


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