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Anonymous's avatar
Anonymous
Not applicable
5 years ago

Cumulative Sum or Running Total

Hi community,   I have a little problem calculating a cumulative sum (or running total) via dax. As shown by my data model, I have two fact tables and a calendar table linked together via the "Date...
Cumulative Sum
DAX Commands and Tips
amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
5 years ago

Anonymous , Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

 

We can typically get Cumulative  as measure like this

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(Sales[Sales Date])))

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Amitchandak,

     

    You can see the sample data and data model in the screen above.

     

    Is everything clear or you need a more details?

     

    Thanks in advance.

    Fabio

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Amit,

     

    where do i upload a pbix file here?

     

    I add further details to the problem you existed. Having available data covering several years, my goal is based on the time period of reference (eg. the reason why I insert in the code VAR DATE_TODAY ()) to identify the portion of the data of my interest (eg data that do from 2019 to 2020, I select only the current month October 2020 and i don't use a filter time period) and I calculate the cumulative sum of that period but the DAX code does not give me the desired results.

     

    Attached I uploaded additional screens to make the problem clearer:

    1) For each table in the yellow data model I have selected my period of interest (October 2020);
    2) The DAX code and the result that comes from the graphs

     

     

    Thanks a lot to anyone who can help me to solve this problem.