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Anonymous's avatar
Anonymous
Not applicable
9 years ago
Solved

Cumulative data and Filter

Hi Everyone!

I want to combine cumulative data and a filter of month in a report so that I could show in a graph or table the sum of amount till the month that I filtered.


I mean, if I filter by May I don´t want to see only May, I want to show January, February and May.

There is any way?

 

Thanks!

 


 

 

 

  • Anonymous

     

    With the slicer visual, you cannot do it now. There is no way to create a dynamic month column/table according to your selection in the slicer.

    However, you can try to use the Timeline visual. Just drag the progress bar to include January to May.

     

    I create a calendar table and a cumulative measure with following formulas. And create relationship between Calendar and Table1 with Date key.

    Calendar =
    CALENDAR ( "1/1/2016", "12/31/2016" )
    Cumulative = 
    IF (
        SUM ( Table1[Number] ) <> BLANK (),
        CALCULATE (
            SUM ( Table1[Number] ),
            FILTER ( ALL ( 'Calendar' ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) )
        )
    )

     

    Best Regards,

    Herbert

2 Replies

  • v-haibl-msft's avatar
    v-haibl-msft
    Icon for Microsoft Employee rankMicrosoft Employee

    Anonymous

     

    With the slicer visual, you cannot do it now. There is no way to create a dynamic month column/table according to your selection in the slicer.

    However, you can try to use the Timeline visual. Just drag the progress bar to include January to May.

     

    I create a calendar table and a cumulative measure with following formulas. And create relationship between Calendar and Table1 with Date key.

    Calendar =
    CALENDAR ( "1/1/2016", "12/31/2016" )
    Cumulative = 
    IF (
        SUM ( Table1[Number] ) <> BLANK (),
        CALCULATE (
            SUM ( Table1[Number] ),
            FILTER ( ALL ( 'Calendar' ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) )
        )
    )

     

    Best Regards,

    Herbert

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks v-haibl-msft

       

      It isn't the solution that I expect but It's an amazing alternative.

       

      Thanks!