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

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

Reply
Talal141218
Helper III
Helper III

Floating sum cumulative

Hello Experts, 

I need your help here. 

I created a cumulative measure as below : 

 

calculate(SUM(Fact_LiquidityForecast[OverdraftAmountActual_CCY]), filter(allselected(Fact_LiquidityForecast), Fact_LiquidityForecast[Source_NK] = max(Fact_LiquidityForecast[Source_NK]) && Fact_LiquidityForecast[Source_NK] <= max( Fact_LiquidityForecast[Source_NK])), FILTER(ALLSELECTED(Fact_LiquidityForecast), Fact_LiquidityForecast[DueDate_NK] <= MAX(Fact_LiquidityForecast[DueDate_NK]))).
As you see in the screenshot , The measure didn't accumulate of the end of every month just for SEP & DEC, where the amounts availabe. 
 
Talal141218_0-1691056846995.png

 

 
And i need the sum of cumulative for end of every month and as result the whole year. 
 

 

1 ACCEPTED SOLUTION
v-tangjie-msft
Community Support
Community Support

Hi @Talal141218 ,

 

Based on your description, the measure Gesamt is incorrectly totaled.
Please try creating a new measure to place on the visual object instead of the old one.

Gesamt=calculate(SUM(Fact_LiquidityForecast[OverdraftAmountActual_CCY]), filter(allselected(Fact_LiquidityForecast), Fact_LiquidityForecast[Source_NK] = max(Fact_LiquidityForecast[Source_NK]) && Fact_LiquidityForecast[Source_NK] <= max( Fact_LiquidityForecast[Source_NK])), FILTER(ALLSELECTED(Fact_LiquidityForecast), Fact_LiquidityForecast[DueDate_NK] <= MAX(Fact_LiquidityForecast[DueDate_NK])))
New Measure =
SUMX(
    SUMMARIZE(
        'Table',
        'Table'[RowName],
        'Table'[ColumnName],
        "total",[Gesamt]
    ),
    [total]
)

Or:

New Measure = SUMX(VALUES('Table'[Column]),[Gesamt])

 

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

 

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

 

View solution in original post

1 REPLY 1
v-tangjie-msft
Community Support
Community Support

Hi @Talal141218 ,

 

Based on your description, the measure Gesamt is incorrectly totaled.
Please try creating a new measure to place on the visual object instead of the old one.

Gesamt=calculate(SUM(Fact_LiquidityForecast[OverdraftAmountActual_CCY]), filter(allselected(Fact_LiquidityForecast), Fact_LiquidityForecast[Source_NK] = max(Fact_LiquidityForecast[Source_NK]) && Fact_LiquidityForecast[Source_NK] <= max( Fact_LiquidityForecast[Source_NK])), FILTER(ALLSELECTED(Fact_LiquidityForecast), Fact_LiquidityForecast[DueDate_NK] <= MAX(Fact_LiquidityForecast[DueDate_NK])))
New Measure =
SUMX(
    SUMMARIZE(
        'Table',
        'Table'[RowName],
        'Table'[ColumnName],
        "total",[Gesamt]
    ),
    [total]
)

Or:

New Measure = SUMX(VALUES('Table'[Column]),[Gesamt])

 

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

 

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

 

Helpful resources

Announcements
PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

Top Solution Authors