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sephirot2000
Frequent Visitor

Acumulative totals in matrix cels

Hi everyone.

I ´m trying to set a Matrix visual to show teh acumulative values of the warehouses per month.
But all I have is the sum of the movements of the current monyh. Tried ChatGPT to solve the measure but still not works as spected:

sephirot2000_1-1702984874522.png

 

In the image you can see the sum of the movements of each month, but I spected to see in may for example, total of April + Total of May. This is my DAX formula:

suma acumulada cost amount actual =
CALCULATE(
    SUM(valueEntries[costAmountActual]),
    FILTER(
        ALL(valueEntries[postingDate]),
        valueEntries[postingDate] <= MAX(valueEntries[postingDate])
    ))
Any help please?
Thanks in advance.
1 ACCEPTED SOLUTION
Fowmy
Super User
Super User

@sephirot2000 

Try his measure:

suma acumulada cost amount actual =
CALCULATE (
    SUM ( valueEntries[costAmountActual] ),
    FILTER (
        ALL ( valueEntries ),
        valueEntries[postingDate] <= MAX ( valueEntries[postingDate] )
    )
)

The months in the columns, are they coming from the same table as other fields or do you have a seperate date table.

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View solution in original post

6 REPLIES 6
Fowmy
Super User
Super User

@sephirot2000 

Try his measure:

suma acumulada cost amount actual =
CALCULATE (
    SUM ( valueEntries[costAmountActual] ),
    FILTER (
        ALL ( valueEntries ),
        valueEntries[postingDate] <= MAX ( valueEntries[postingDate] )
    )
)

The months in the columns, are they coming from the same table as other fields or do you have a seperate date table.

Did I answer your question? Mark my post as a solution! and hit thumbs up


Subscribe and learn Power BI from these videos

Website LinkedIn PBI User Group

Thanks a lot, your answer put me in the righ way.

I comnplete the formula with my own filters and worked very well.

TOTALES CALCULADOS FILTRADOS 2 =
VAR TOTAL_HASTA_FIN_DE_MES =
CALCULATE(
    SUM(valueEntries[costAmountActual]),
    FILTER(
        ALLEXCEPT(valueEntries, valueEntries[gblDim1Code]),
        //ALLSELECTED(valueEntries[postingDate]),
        YEAR(valueEntries[postingDate]) = YEAR(MAX(valueEntries[postingDate])) &&
        MONTH(valueEntries[postingDate]) <= MONTH(MAX(valueEntries[postingDate])) &&
        NOT ISBLANK(valueEntries[itemNo])
    )              
)
 RETURN
 TOTAL_HASTA_FIN_DE_MES

Hi and thanks for the answer.
the dates came from a separate table to filter but I can set in the same table.

@sephirot2000 
Please try

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Not worked as spected:

sephirot2000_0-1702990693815.png

 

Ok my fault, I had a filter in the visual object.
The sum in now correct for the total, now I have to configure the Totals for the cells in the righ way. Thanks 

sephirot2000_0-1702996421946.png

 

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