I ended up finding a solution.
I was able to get the parameter method to work to include all months up to the parameter. It was a simple calculated field: [Ship Date part] <= [Date Parameter]
[Ship Date Part] being Datepart('month',[Ship Date])
And the Parameter being:
I used the same method for Ship date and Order Date and added each filter to their respective tabs.
Hopefully this will be useful for someone else!
YTD data example.twbx.zip 937.2 KB