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Anonymous
Not applicable

Cumulative totals

Hi All,

I am trying to calculate the spend running total for the past two Fiscal Years that start in July and end in June.  I have created 2 columns to  seperate FY19 spend and FY20 Spend.  I have tried to use the DATESYTD function in dax but the column is blank seen below.  Is there anyway to fix this or is there a better way to make the calculation? Any help would be really appreciated!

 

Thanks

 

jcarnovale_1-1608569859383.png

jcarnovale_2-1608569894933.png

 

 

 

 

2 REPLIES 2
Anonymous
Not applicable

@Greg_Deckler I tried using the running total quick measure and I was able to get the running total that I wanted but it was summing it up by the calendar year not the fiscal year, is there a place that I can add the  DATESYTD function in the measure that will change the order of the calculation? I have provided the text of the measure below.

 

FY19 running total in Month =
CALCULATE(
    SUM('All POs by delv date'[FY19]),
    FILTER(
        CALCULATETABLE(
            SUMMARIZE(
                'All POs by delv date',
                'All POs by delv date'[Deliv. Date].[MonthNo],
                'All POs by delv date'[Deliv. Date].[Month]
            ),
            ALLSELECTED('All POs by delv date')
        ),
        ISONORAFTER(
            'All POs by delv date'[Deliv. Date].[MonthNo], MAX('All POs by delv date'[Deliv. Date].[MonthNo]), DESC,
            'All POs by delv date'[Deliv. Date].[Month], MAX('All POs by delv date'[Deliv. Date].[Month]), DESC
        )
Greg_Deckler
Community Champion
Community Champion

@Anonymous Well, would need to understand the data and have sample data posted as text, but you can check these out:

You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.
https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008



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