Forum Discussion

AivaS's avatar
AivaS
Frequent Visitor
1 year ago
Solved

Cumulative Formula by date

Dear All, I am been trying to workout why the Cumulative cost is not working, please see my forumal below.       RT Profit = VAR MaxDate = MAX ( 'Calendar'[Date] )  RETURN     CALCULATE ( ...
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi, AivaS 
     Thank you for your prompt response.

    1.You can try the following measure:

    Measure = 
    VAR table1 =
        SUMMARIZE(
            ALLSELECTED('summary_by_month'),
            'summary_by_month'[Date].[Month],
            "AVG",
            VAR cm = 'summary_by_month'[Date].[Month]
            VAR _averageProfit =
                CALCULATE(
                    AVERAGE(summary_by_month[profit]),
                    FILTER(
                        ALL(summary_by_month),
                        'summary_by_month'[Date].[Month] = cm
                    )
                )
            RETURN _averageProfit,
            "INEDX1",
            SWITCH(
                'summary_by_month'[Date].[Month],
                "January", 1,
                "February", 2,
                "March", 3,
                "April", 4,
                "May", 5,
                "June", 6,
                "July", 7,
                "August", 8,
                "September", 9,
                "October", 10,
                "November", 11,
                "December", 12
            )
        )
     
    VAR table2 =
        SUMMARIZE(
            table1,
            'summary_by_month'[Date].[Month],
            [INEDX1],
            "running",
            SUMX(
                FILTER(table1, [INEDX1] <= EARLIER([INEDX1])),
                [AVG]
            )
        )
     
    VAR f =
        SUMX(
            FILTER(table1, [INEDX1] = MAX([INEDX1])),
            [AVG]
        )
     
    VAR f1 =
        SUMX(
            FILTER(table2, 'summary_by_month'[Date].[Month] = MAX('summary_by_month'[Date].[Month])),
            [running]
        )
     
    RETURN
        IF(
            ISINSCOPE('summary_by_month'[Date].[Month]),
            f1,
            f
        )

    2.Here's my final result, which I hope meets your requirements.

    Please find the attached pbix relevant to the case.

     

    Best Regards,

    Leroy Lu

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