topic Re: Cumulative per month up to the current date in DAX Commands and Tips

Cumulative per month up to the current date

mikess1281 — Mon, 08 Dec 2025 20:45:10 GMT

I am trying to create Cumulative Per Month that returns the Cumulative per month up to the current date for 2021,2022,2023,2024. The dax code I have is below and I am having . Is there a way do this in DAX?

Cumulative Per Month = var t_date = TODAY()

RETURN CALCULATE( COUNTROWS(Query2), FILTER( ALL(Query2), // Remove filters to apply custom logic YEAR(Query2[CreatedDate]) IN {2021, 2022, 2023, 2024, 2025} && // Filter for specific years

YEAR(Query2[CreatedDate]) = YEAR(MAX(Query2[CreatedDate])) && // Maintain year context Query2[CreatedDate] <= MAX(Query2[CreatedDate]) // Accumulate up to the current date in context ))

Re: Cumulative per month up to the current date

Ahmed-Elfeel — Mon, 08 Dec 2025 21:51:02 GMT

Hi mikess1281,

I hope you are doing well today☺️❤️

So yes you can do it in DAX but you just need to control how far the accumulation goes for each year

Here is 2 working DAX measures depending on whether you want to consider the day of the month or only the month number:

First Measure:

If you want each year to only accumulate up to the same month/day as today

Cumulative Per Month = VAR CurrDate = TODAY() VAR CurrMonth = MONTH(CurrDate) VAR CurrDay = DAY(CurrDate) RETURN CALCULATE( COUNTROWS(Query2), FILTER( ALL(Query2[CreatedDate]), YEAR(Query2[CreatedDate]) IN {2021, 2022, 2023, 2024} && Query2[CreatedDate] <= DATE( YEAR(Query2[CreatedDate]), CurrMonth, MIN( CurrDay, DAY( EOMONTH( DATE( YEAR(Query2[CreatedDate]), CurrMonth, 1 ), 0 ) ) ) ) ) )

Second Measure:

Simpler and faster includes full months up to the current month number (ignores the day)

Cumulative Per Month (ByMonth) = VAR CurrMonth = MONTH(TODAY()) RETURN CALCULATE( COUNTROWS(Query2), FILTER( ALL(Query2[CreatedDate]), YEAR(Query2[CreatedDate]) IN {2021, 2022, 2023, 2024} && MONTH(Query2[CreatedDate]) <= CurrMonth ) )

if this post helps, then I would appreciate a thumbs up and mark it as the solution to help the other members find it more quickly.

Re: Cumulative per month up to the current date

GeraldGEmerick — Mon, 08 Dec 2025 22:06:07 GMT

mikess1281 If I can ask a clarifying question here. You want the cumulative per month by year and month, so you would have individual numbers for 2021 Jan, 2021 Feb, 2021, Mar, etc. So, for today, those would all be full months except December would only be partial up until the 8th of December.

Or you want a single number per year up until the 8th of December (assuming today is the 8th of December)?

Or something else?

Re: Cumulative per month up to the current date

Nabha-Ahmed — Tue, 09 Dec 2025 10:22:59 GMT

Cumulative Per Month =
CALCULATE(
COUNTROWS(Query2),
FILTER(
ALL(Query2[CreatedDate]),
Query2[CreatedDate] <= MAX(Query2[CreatedDate])
)
)

ALL(Query2[CreatedDate]) removes the date filter but keeps your year/month context from the visual.

Query2[CreatedDate] <= MAX(Query2[CreatedDate]) accumulates everything up to the current month.

No need to hard-code years — the year context comes automatically from the visual.

Works for 2021, 2022, 2023, 2024, 2025 as long as they exist in your data.

Re: Cumulative per month up to the current date

praveen_511 — Wed, 10 Dec 2025 03:08:47 GMT

mikess1281
Same i have faced last few months back,
Use a proper Date table and calculate the cumulative count by filtering dates from the first day of the month up to MIN(TODAY(), current row date).
This ensures each month accumulates correctly and stops at today when in the current month.

Cumulative Per Month := VAR TodayDate = TODAY() RETURN CALCULATE( COUNTROWS(Query2), FILTER( ALL(Query2), -- Only include valid years YEAR(Query2[CreatedDate]) IN {2021, 2022, 2023, 2024, 2025} && -- Keep the current month and year context YEAR(Query2[CreatedDate]) = YEAR(MAX(Query2[CreatedDate])) && MONTH(Query2[CreatedDate]) = MONTH(MAX(Query2[CreatedDate])) && -- Cumulative up to today (or up to last date in current filter context) Query2[CreatedDate] <= MIN(TodayDate, MAX(Query2[CreatedDate])) ) )

Re: Cumulative per month up to the current date

FBergamaschi — Thu, 11 Dec 2025 13:43:08 GMT

To give you a good solution I need to know the context in which you will use this measure

What columns will you group (what columns will you put in the Rows section of your matrix)?

Best

If this helped, please consider giving kudos and mark as a solution

me in replies or I'll lose your thread

Want to check your DAX skills? Answer my biweekly DAX challenges on the kubisco Linkedin page

Consider voting this Power BI idea

Francesco Bergamaschi

MBA, M.Eng, M.Econ, Professor of BI

Re: Cumulative per month up to the current date

v-karpurapud — Fri, 12 Dec 2025 05:13:16 GMT

Hi mikess1281

Thank you for reaching out to the Microsoft Fabric community forum.

I would also like to thank you GeraldGEmerick , Nabha-Ahmed , praveen_511 ,and FBergamaschi for your active participation and for sharing solutions within the community forum. Your contributions are truly valuable.

I hope the information provided helps resolve your issue. If you have any further questions or need additional assistance, please feel free to contact us. We are always here to help.

Best regards,
Community Support Team

Re: Cumulative per month up to the current date

mikess1281 — Fri, 12 Dec 2025 16:07:05 GMT

I tried multiple ways and I am still getting per month. My data that I am working with if it helps

	2021	2022	2023	2024	2025
January	7	10	6	11	3
February	6	7	7	6	7
March	3	13	13	10	4
April	5	17	11	13	11
May	12	7	20	18	12
June	10	14	24	15	15
July	16	7	16	19	22
August	112	104	111	122	111
September	48	57	50	42	41
October	148	128	135	97	105
November	135	165	117	112	115
December	66	55	61	78	80

This is what I am trying to get

	2021	2022	2023	2024	2025
January	7	10	6	11	3
February	13	17	13	17	10
March	16	30	26	27	14
April	21	47	37	40	25
May	33	54	57	58	37
June	43	68	81	73	52
July	59	75	97	92	74
August	171	179	208	214	185
September	219	236	258	256	226
October	367	364	393	353	331
November	502	529	510	465	446
December	568	584	571	543	526

Re: Cumulative per month up to the current date

Praful_Potphode — Sun, 14 Dec 2025 10:12:25 GMT

Hi mikess1281

Please try Sample PBIX and let me know.

Please give kudos or mark it as solution once confirmed.

Thanks and regards,

Praful

Re: Cumulative per month up to the current date

v-karpurapud — Tue, 16 Dec 2025 05:44:28 GMT

Hi mikess1281

We would like to confirm whether the issue has been resolved. If it is still outstanding, please share any additional information so we can assist you further.

Thank you.

Re: Cumulative per month up to the current date

mikess1281 — Tue, 16 Dec 2025 12:35:18 GMT

Ahmed-Elfeel , thanks for the help with this. I was able to figure it out. I have the below if anyone needs it.

Cumulative Total =

VAR CurrentDate = MAX('date table'[Date])

VAR CurrentYear = YEAR(CurrentDate)

VAR CurrentMonth = MONTH(CurrentDate)

VAR CurrentDay = DAY(CurrentDate)

RETURN

CALCULATE(

[Per Month],

FILTER(

ALLSELECTED('date table'),

YEAR('date table'[Date]) = CurrentYear &&

(

MONTH('date table'[Date]) < CurrentMonth ||

(MONTH('date table'[Date]) = CurrentMonth && DAY('date table'[Date]) <= CurrentDay)

)