topic Re: Cumulative total - stopping after last date not working with hierarchy in DAX Commands and Tips

Cumulative total - stopping after last date not working with hierarchy

joemillson — Sun, 27 Jun 2021 11:26:28 GMT

Hi - i've created a measure as shown here to create a cumulative sum up to the last sales date, then to give a blank after that date:

Cml Actual Invoices =

VAR LastSalesDate = CALCULATE(LASTDATE(f_scoro_SalesInvoicesActual[Date Invoice]),ALL())

RETURN

IF(

SELECTEDVALUE(d_time_Dates[Date]) > LastSalesDate, BLANK(),

CALCULATE([Sum of Actual Invoices],

FILTER(ALLSELECTED(d_time_Dates),d_time_Dates[Date] <= MAX(d_time_Dates[Date]))))

It shows correctly if my visual is operating at the single date level:

However I need to be able to move up / down a date hierarchy and for the measure to work, which is currently is not doing, as shown below if i move up to Month granularity, the meaure no longer returns a blank after the last sale date, and repeats the cumulative total for months beyond the last date:

I think I understand why, becuase in my measure I'm calculating based on the full date key and not the month, however I don't know the solution. Any help would be appreciated.

Thank you,

Joe

Re: Cumulative total - stopping after last date not working with hierarchy

amitchandak — Mon, 28 Jun 2021 05:38:12 GMT

joemillson , This seems fine and should work in a hierarchy. Just make sure that all these Fiscal Year, Qtr, and Month are coming from date table, d_time_Dates and that is marked as date table

Try this too

Cml Actual Invoices =
VAR LastSalesDate = maxx(ALL(f_scoro_SalesInvoicesActual),f_scoro_SalesInvoicesActual[Date Invoice])
RETURN
IF(
max(d_time_Dates[Date]) > LastSalesDate, BLANK(),
CALCULATE([Sum of Actual Invoices],
FILTER(ALLSELECTED(d_time_Dates),d_time_Dates[Date] <= MAX(d_time_Dates[Date]))))

Cml Actual Invoices =
VAR LastSalesDate = maxx(ALL(f_scoro_SalesInvoicesActual),f_scoro_SalesInvoicesActual[Date Invoice])
RETURN
CALCULATE([Sum of Actual Invoices],
FILTER(ALLSELECTED(d_time_Dates),d_time_Dates[Date] <= MAX(d_time_Dates[Date]) && (d_time_Dates[Date]) <= LastSalesDate))

Re: Cumulative total - stopping after last date not working with hierarchy

joemillson — Mon, 28 Jun 2021 06:36:29 GMT

Thanks very much - the first alternative works perfectly.

Re: Cumulative total - stopping after last date not working with hierarchy

JoaoEccel — Tue, 14 Nov 2023 08:05:40 GMT

The first option works just as I needed. Thank you so much!