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Anonymous
Not applicable

(Cumulative sum) Periods with zero values to take sum from previous periods

Hello everyone,

I'm new to PowerBI.

 

I have Planned Values for each period of a year (eg. 2021 P1- 2021 P13). Then I have to calculate the Forecast Cumulative for the year based on these planned values. It should be incremental.
Here below the Forecast formula seemed nromal but I cannot understand why for P11 and P12 where planned values are 0, it doesn't continue with 400000 like P10, even though at the end it ends with 400 000.

But in Excel is fine (blue line)
The idea is to get exactly the same values like in Excel
Thanks in advance !!

 


PowerBI formulas :

TotalPlannedValue = SUM('Value Log Report'[Planned Value])

 

Forecast Cumulative TEST =
CALCULATE([TotalPlannedValue], FILTER(ALLSELECTED('Value Log Report'), 'Value Log Report'[Date] <= MAX('Value Log Report'[Date])))

 

excel.PNGInkedMicrosoftTeams-image (5)_LI.jpgInkedprb 1_LI.jpg
1 ACCEPTED SOLUTION
AlexisOlson
Super User
Super User

I don't see a [Date] column anywhere in the screenshots.

 

Does it make a difference if you use [Period Name for Reporting] instead of [Date] in your measure?

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Perfect, thank you very much !! It works as expected

AlexisOlson
Super User
Super User

I don't see a [Date] column anywhere in the screenshots.

 

Does it make a difference if you use [Period Name for Reporting] instead of [Date] in your measure?

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