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hectormanfredi's avatar
hectormanfredi
New Member
8 years ago
Solved

Acumulate by month

Hello everyone, I really searched here a way to solve my problem and I tried many ways but none of them seemed to work out, so here we go...

 

This is the table I've got:

Date                                  Amount

---------------------------  ---------------------------

2018-06-28 00:00:00.000 10
2018-06-28 00:00:00.000 1
2018-06-28 00:00:00.000 5
2018-06-28 00:00:00.000 20
2018-06-27 00:00:00.000 -20
2018-06-27 00:00:00.000 -4
2018-06-26 00:00:00.000 1
2018-06-26 00:00:00.000 1

 

I need to ordenate accumulated amounts by month. I'd like to choose which month to start from (April, as in the following exemple):

Month   value       accumulated

April      3200        3200

May       1345        4545

June      4566        9111

July       1234        10345

 

OR

 

Month   value       accumulated

Sept      3200        3200

Oct       1345        4545

Nov      4566        9111

Dec       1234        10345

  • hectormanfredi's avatar
    hectormanfredi
    8 years ago

    Hello everyone, i appreciate you kindness and i'm very thankfull for your help.

     

    I discover a difernt solution.

     

    I edited the query and I referenced my sales table and in the date column I just pasted the date I wanted.

     

13 Replies

  • drewlewis15's avatar
    drewlewis15
    Icon for Solution Specialist rankSolution Specialist

    First, make sure you have a calendar table to relate to your sales table.  Then, write the following DAX statement for accumulated value:

     

    Accumulated Value =
    CALCULATE (
        SUM ( Sales[Profit] ),
        FILTER ( ALLSELECTED ( 'Date'[Date] ), 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
    • hectormanfredi's avatar
      hectormanfredi
      New Member

      Hello drewlewis15, thx for the reply...

       

      Look what i've got:

       

      And here the dax codeLook the numbers, they dont acumulate

       

      And the sales table and calendar table are related

      • drewlewis15's avatar
        drewlewis15
        Icon for Solution Specialist rankSolution Specialist

        Can you put the measure into a table so that I can see the totals month over month?  When I tested, it created the running total correctly.

         

        You can also try the new Running Total Quick Measure.