Cummulative Sum Calculated Column

[PowerRanger1]

Hi, 

I'm looking to sum cummulative sales month on month per fiscal year(FY) my data is as per the below & the result i'm looking for is a calculated column called "FY Cummulative" as shown.

Month Name (text)	FY	Revenue	FY Cummulative
Apr	23	120000	120000
May	23	100000	220000
Jun	23	200000	420000
Jul	23	300000	720000
Aug	23	100000	820000
Sep	23	200000	1020000
Oct	23	100000	1120000
Nov	23	100000	1220000
Dec	23	200000	1420000
Jan	23	100000	1320000
Feb	23	200000	1520000
Mar	23	100000	1620000
Apr	24	100000	100000
May	24	200000	300000
Jun	24	400000	700000
Jul	24	100000	800000

Can you please advise how i can achieve this with DAX so that its adds up the revenue cummulative each month and then resets the sum once the number in the FY column changes to a new financial year. 

Thanks in advance.

[Anonymous · Accepted solution]

Hi @PowerRanger1 ,

Thanks @tamerj1  for your replies, allow me to provide another insight:
1. create new index column in power query editor.

2. create calculated column and write expression.

Column =
CALCULATE(
SUM('Table'[Revenue]),
FILTER(
ALL('Table'),
'Table'[FY] = EARLIER('Table'[FY]) &&
'Table'[Index] <= EARLIER('Table'[Index])
)
)

If your Current Period does not refer to this, please clarify in a follow-up reply.

Best Regards,

Clara Gong

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[PowerRanger1]

Thats great, working as expected. Thanks Clara

[tamerj1]

Hi @PowerRanger1 

Please try

FY Cummulative =
IF (
HASONEVALUE ( 'Date'[FY] ),
SUMX (
FILTER (
CALCULATETABLE (
SUMMARIZE ( 'Date', 'Date'[FY], 'Date'[Month Name] ),
ALLSELECTED ()
),
'Date'[FY] = MAX ( 'Date'[FY] )
),
[Revenue]
)
)