topic Calculate cumulative values for previous months in DAX Commands and Tips

Calculate cumulative values for previous months

FernandoSaravia — Tue, 25 Jun 2024 15:25:35 GMT

Hi, community.

I hope you can help me.

I'm trying to create the following report:

And this is the data I have (just a sample):

There are multiple dealers and entities, I would like to create a measure that calculates the cumulative values from each month (like in the fisrt image), at the moment what I was able to create is a this graphic:

The one on the left shows the right value per months, but I want to add the value for each of the previous months to looks like the first image I posted.

I apologize since I'm new with Power Bi and this is something I need to create for my job.

I'll appreciate your help.

Best,

Juan Hernández.

Re: Calculate cumulative values for previous months

lbendlin — Tue, 25 Jun 2024 21:05:04 GMT

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: Calculate cumulative values for previous months

FernandoSaravia — Tue, 25 Jun 2024 22:29:18 GMT

Hi, it looks like I foudn a measure that solved my issue:

MT = CALCULATE(SUM(Devices[ManagedV]),FILTER(ALL(Devices),Devices[created_timestamp]<=MAX(Devices[created_timestamp])))

This function added the values from previous months, and this is the result I was looking for:

Thanks! 😄

Re: Calculate cumulative values for previous months

Anonymous — Wed, 26 Jun 2024 07:16:30 GMT

Hi FernandoSaravia

Glad to hear you solved the problem yourself! Could you please mark your solution as an ANSWER? This will help more users who are facing the same or similar difficulties. Thank you!

Best Regards,
Yulia Xu