Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! It's time to submit your entry. Live now!

Reply
joemillson
Frequent Visitor

Cumulative total - stopping after last date not working with hierarchy

Hi - i've created a measure as shown here to create a cumulative sum up to the last sales date, then to give a blank after that date:

 

Cml Actual Invoices =
VAR LastSalesDate = CALCULATE(LASTDATE(f_scoro_SalesInvoicesActual[Date Invoice]),ALL())
RETURN
IF(
SELECTEDVALUE(d_time_Dates[Date]) > LastSalesDate, BLANK(),
CALCULATE([Sum of Actual Invoices],
FILTER(ALLSELECTED(d_time_Dates),d_time_Dates[Date] <= MAX(d_time_Dates[Date]))))
 
It shows correctly if my visual is operating at the single date level:
joemillson_0-1624792977434.png

However I need to be able to move up / down a date hierarchy and for the measure to work, which is currently is not doing, as shown below if i move up to Month granularity, the meaure no longer returns a blank after the last sale date, and repeats the cumulative total for months beyond the last date:

 

joemillson_1-1624793092067.png

I think I understand why, becuase in my measure I'm calculating based on the full date key and not the month, however I don't know the solution. Any help would be appreciated.

 

Thank you,

Joe

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@joemillson , This seems fine and should work in a hierarchy. Just make sure that all these Fiscal Year, Qtr, and Month are coming from date table, d_time_Dates and that is marked as date table

 

Try this too

Cml Actual Invoices =
VAR LastSalesDate = maxx(ALL(f_scoro_SalesInvoicesActual),f_scoro_SalesInvoicesActual[Date Invoice])
RETURN
IF(
max(d_time_Dates[Date]) > LastSalesDate, BLANK(),
CALCULATE([Sum of Actual Invoices],
FILTER(ALLSELECTED(d_time_Dates),d_time_Dates[Date] <= MAX(d_time_Dates[Date]))))

 

or

 

 

Cml Actual Invoices =
VAR LastSalesDate = maxx(ALL(f_scoro_SalesInvoicesActual),f_scoro_SalesInvoicesActual[Date Invoice])
RETURN
CALCULATE([Sum of Actual Invoices],
FILTER(ALLSELECTED(d_time_Dates),d_time_Dates[Date] <= MAX(d_time_Dates[Date]) && (d_time_Dates[Date]) <= LastSalesDate))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

3 REPLIES 3
JoaoEccel
Regular Visitor

The first option works just as I needed. Thank you so much!

amitchandak
Super User
Super User

@joemillson , This seems fine and should work in a hierarchy. Just make sure that all these Fiscal Year, Qtr, and Month are coming from date table, d_time_Dates and that is marked as date table

 

Try this too

Cml Actual Invoices =
VAR LastSalesDate = maxx(ALL(f_scoro_SalesInvoicesActual),f_scoro_SalesInvoicesActual[Date Invoice])
RETURN
IF(
max(d_time_Dates[Date]) > LastSalesDate, BLANK(),
CALCULATE([Sum of Actual Invoices],
FILTER(ALLSELECTED(d_time_Dates),d_time_Dates[Date] <= MAX(d_time_Dates[Date]))))

 

or

 

 

Cml Actual Invoices =
VAR LastSalesDate = maxx(ALL(f_scoro_SalesInvoicesActual),f_scoro_SalesInvoicesActual[Date Invoice])
RETURN
CALCULATE([Sum of Actual Invoices],
FILTER(ALLSELECTED(d_time_Dates),d_time_Dates[Date] <= MAX(d_time_Dates[Date]) && (d_time_Dates[Date]) <= LastSalesDate))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Thanks very much - the first alternative works perfectly.

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! It's time to submit your entry.

January Power BI Update Carousel

Power BI Monthly Update - January 2026

Check out the January 2026 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.