topic Re: How to accumulate sales, even for missing year-month in DAX Commands and Tips

How to accumulate sales, even for missing year-month

alexbjorlig — Thu, 07 Oct 2021 19:44:27 GMT

My objective is to create a measure for accumulate sales, even for months with no sales.

With the given date-table:

Calendar

Date	MonthYear
1/1/2017	2017-01
2/1/2017	2017-01
...
1/2/2017	2017-02
1/3/2017	2017-03
1/4/2017	2017-04

SalesTable

date	Sales
1/1/2017	200
1/2/2017	300

How do I get this output:

Month Year	Accumulated Sales
2017-01	200
2017-02	500
2017-03	500
2017-04	500

Thank you so much for taking a look at this.

What I have tried:

SUMX( VALUES('Calendar'[MonthYear]), VAR MAX_MONTH = MAX('Calendar'[MonthYear]) RETURN CALCULATE(SUM('SalesTable'[Sales]) + 0, 'Calendar'[MonthYear] <= MAX_MONTH ))

The hard part for me is getting values, even for year-months with no sales (and somehow preserving the row context).

Re: How to accumulate sales, even for missing year-month

smpa01 — Thu, 07 Oct 2021 20:40:20 GMT

alexbjorlig if you have the following Fact table

sales = VAR _date = MAX ( 'Calendar'[Calendar.Date] ) VAR _runningTotal = CALCULATE ( SUM ( 'Fact'[Fact.Sales] ), ALL ( 'Calendar' ), 'Calendar'[Calendar.Date] <= _date ) RETURN _runningTotal

Question - Do you want the subtotal level to be rolled up as well? e.g. in this example ->200+4*500+1100=3300 or 1100 is the correct toal desired?

Re: How to accumulate sales, even for missing year-month

AlexisOlson — Thu, 07 Oct 2021 20:37:14 GMT

If you're using the calendar table for the rows in your visual, then this should be a standard cumulative total regardless of gaps in the sales fact table.

CALCULATE ( SUM ( 'SalesTable'[Sales] ), FILTER ( ALL ( 'Calendar' ), 'Calendar'[MonthYear] <= MAX ( 'Calendar'[MonthYear] ) ) )

Re: How to accumulate sales, even for missing year-month

AlexisOlson — Thu, 07 Oct 2021 20:38:33 GMT

What is the _sum variable defined for?