Forum Discussion

PowerRanger1's avatar
PowerRanger1
New Member
2 years ago
Solved

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.   ...
  • Anonymous's avatar
    Anonymous
    2 years ago

    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.

Anonymous's avatar
Anonymous
Not applicable
2 years ago

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.

  • PowerRanger1's avatar
    PowerRanger1
    New Member
    2 years ago

    Thats great, working as expected. Thanks Clara