Looking to use MTD Sales measure with filter on Last Date

tableaucommunity@tableau.com — Wed, 09 Oct 2013 18:05:35 GMT

Trying to create a measure to show MTD & YTD sales.

This formula works for MTD Sales:

IF [DOCDATE] <= TODAY() AND DATEDIFF('month',[DOCDATE], TODAY()) = 0

THEN [SALESAMT]

END

BUT, I need it to be based on the last date in the data group.

Sometimes want to filter data based on Date Range: AS in last July 2013 info

I get an error about mixing aggregated & non-aggregated functions.

When I use the following formula:

IF [DOCDATE] <= TODAY() AND DATEDIFF('month',[DOCDATE], MAX([DOCDATE])) = 0

THEN [SALESAMT]

END

Any Ideas

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