topic Re: Cumulative issue in DAX Commands and Tips

Cumulative issue

damomac85 — Tue, 24 Jan 2017 12:42:27 GMT

I have a budget , an actuals and a date table which i am using to show a monthly Cumulative line chart for monthly budget vs actual data.

i have added the the follwing measure for a budget Cumulative value which works great as i have a value for each month :-

Cumulative Budget =
CALCULATE(SUM('ExcelBudget'[Budget]), Filter(ALL('Date'), 'Date'[Month] <= MAX('ExcelBudget'[Month])))

I have the same formula for the actuals cummulative value :-

Cumulative Net =
CALCULATE(SUM('tbFactProspectWon'[NetPrice]), Filter(ALL('Date'), 'Date'[Month] <= MAX('tbFactProspectWon'[DatePaidMonth])))

the problem i am having is that if there are no actual values for a given month, no results are showing :-

Month Budget Budget Cumulative Actual Actual Cumulative

1 1000 1000 2000 2000

2 1000 2000 1500 3500

3 1000 3000

4 1000 4000 1500 5000

5 1000 5000 1000 6000

6 1000 6000 1000 7000

7 1000 7000 1000 8000

how can i force the records to show as follows :-

Month Budget Budget Cumulative Actual Actual Cumulative

1 1000 1000 2000 2000

2 1000 2000 1500 3500

3 1000 3000 3500

4 1000 4000 1500 5000

5 1000 5000 1000 6000

6 1000 6000 1000 7000

7 1000 7000 1000 8000

Baskar — Wed, 25 Jan 2017 10:50:02 GMT

Cool my dear friend,

1. Cumulative Budget =
CALCULATE(SUM('ExcelBudget'[Budget]), Filter(ALL('Date'), 'Date'[Month] <= MAX('ExcelBudget'[Month])))

Ya , i agree with you it is working great .

Reason :

Bec it have the continuos month value on ExcelBudget this table am i right ?

2. Cumulative Net =
CALCULATE(SUM('tbFactProspectWon'[NetPrice]), Filter(ALL('Date'), 'Date'[Month] <= MAX('tbFactProspectWon'[DatePaidMonth])))

Reason :

In this table tbFactProspectWon u don't have continuos value on month am i right ?

Solution :

Cumulative Net =
CALCULATE(SUM('tbFactProspectWon'[NetPrice]), Filter(ALL('Date'), 'Date'[Month] <= MAX('Date'[Month])))

Try this it will help u.

let me know if it is not solve your problem.

damomac85 — Thu, 26 Jan 2017 13:11:15 GMT

brilliant thanks Baskar :smileyhappy: