Help with Dax query to find cumulative total for every 3 months

michael_ma — Thu, 07 Mar 2024 20:19:24 GMT

Hi guys,

I have this dax function that takes the cumulative sum of a measure. I want to keep the cumulative sum, but have it reset every 3 months. Does anyone have an idea on how to modify what I currently have to rest cumulative sum for every 3 months?

Re: Help with Dax query to find cumulative total for every 3 months

michael_ma — Thu, 07 Mar 2024 22:13:37 GMT

Ok I think I figured out the syntax. Turns out I just needed to partition by quarter.

cumulative sum = CALCULATE([expected revenue sum], WINDOW( 1,ABS, 0,REL, SUMMARIZE( ALLSELECTED(BDX_NEW_BUSINESS_TARGETS), BDX_NEW_BUSINESS_TARGETS[rolling_date_test], BDX_NEW_BUSINESS_TARGETS[rolling_date_test].[Quarter]), ORDERBY(BDX_NEW_BUSINESS_TARGETS[rolling_date_test]),,PARTITIONBY(BDX_NEW_BUSINESS_TARGETS[rolling_date_test].[Quarter])))

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Help with Dax query to find cumulative total for every 3 months

Re: Help with Dax query to find cumulative total for every 3 months