Forum Discussion
Cummulative Sum Calculated Column
Hi,
I'm looking to sum cummulative sales month on month per fiscal year(FY) my data is as per the below & the result i'm looking for is a calculated column called "FY Cummulative" as shown.
| Month Name (text) | FY | Revenue | FY Cummulative |
| Apr | 23 | 120000 | 120000 |
| May | 23 | 100000 | 220000 |
| Jun | 23 | 200000 | 420000 |
| Jul | 23 | 300000 | 720000 |
| Aug | 23 | 100000 | 820000 |
| Sep | 23 | 200000 | 1020000 |
| Oct | 23 | 100000 | 1120000 |
| Nov | 23 | 100000 | 1220000 |
| Dec | 23 | 200000 | 1420000 |
| Jan | 23 | 100000 | 1320000 |
| Feb | 23 | 200000 | 1520000 |
| Mar | 23 | 100000 | 1620000 |
| Apr | 24 | 100000 | 100000 |
| May | 24 | 200000 | 300000 |
| Jun | 24 | 400000 | 700000 |
| Jul | 24 | 100000 | 800000 |
Can you please advise how i can achieve this with DAX so that its adds up the revenue cummulative each month and then resets the sum once the number in the FY column changes to a new financial year.
Thanks in advance.
Hi PowerRanger1 ,
Thanks tamerj1 for your replies, allow me to provide another insight:
1. create new index column in power query editor.
2. create calculated column and write expression.Column = CALCULATE( SUM('Table'[Revenue]), FILTER( ALL('Table'), 'Table'[FY] = EARLIER('Table'[FY]) && 'Table'[Index] <= EARLIER('Table'[Index]) ) )If your Current Period does not refer to this, please clarify in a follow-up reply.
Best Regards,
Clara Gong
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Hi PowerRanger1 ,
Thanks tamerj1 for your replies, allow me to provide another insight:
1. create new index column in power query editor.
2. create calculated column and write expression.Column = CALCULATE( SUM('Table'[Revenue]), FILTER( ALL('Table'), 'Table'[FY] = EARLIER('Table'[FY]) && 'Table'[Index] <= EARLIER('Table'[Index]) ) )If your Current Period does not refer to this, please clarify in a follow-up reply.
Best Regards,
Clara Gong
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thats great, working as expected. Thanks Clara
Hi PowerRanger1
Please try
FY Cummulative =
IF (
HASONEVALUE ( 'Date'[FY] ),
SUMX (
FILTER (
CALCULATETABLE (
SUMMARIZE ( 'Date', 'Date'[FY], 'Date'[Month Name] ),
ALLSELECTED ()
),
'Date'[FY] = MAX ( 'Date'[FY] )
),
[Revenue]
)
)
