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dalmofm
Frequent Visitor

Cumulative sum of a column, but renewing the calculation each March 30th.

Hello Guys,

 

I need to create a dax that calculates the cumulative sum of a column, but renewing the calculation each March 30th.

 

DateValueCumulative
Sum
Expected
Result
2018-02-02 $ 120,00??? $  120,00
2018-05-18 $ 135,00??? $  135,00
2018-08-31 $ 135,00??? $  270,00
2018-12-14 $ 135,00??? $  405,00
2019-03-29 $ 135,00??? $  540,00
2019-07-12 $ 150,00??? $  150,00
2019-10-25 $ 150,00??? $  300,00
2020-02-07 $ 150,00??? $  450,00
2020-05-22 $ 165,00??? $  165,00
2020-09-04 $ 165,00??? $  330,00
2020-12-18 $ 165,00??? $  495,00
2021-04-02 $ 175,00??? $  175,00
1 ACCEPTED SOLUTION

Hello Sir,

The recommended formula worked but with a small adjust, as below:

 

YTD Sales = CALCULATE(
SUM ('Sales'[Sales]),
ALL ( 'Sales' ),
DATESYTD('Date'[Date],"30/03"))
 
Thank you so much for your great help !!!

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@dalmofm , with help from date table, try

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/30"))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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Hello Sir,

The recommended formula worked but with a small adjust, as below:

 

YTD Sales = CALCULATE(
SUM ('Sales'[Sales]),
ALL ( 'Sales' ),
DATESYTD('Date'[Date],"30/03"))
 
Thank you so much for your great help !!!

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