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I cannot get my graph for the past 3 years to work as a cumulative graph by year Month over Month. Here is my DAX code for 2024 (the code is the dsame for 2023 and 2025:
CumulativeSpending2024 =
VAR CurrentMonth = MAX('Central Division Tuition (4)'[MonthYear])
RETURN
CALCULATE(
SUM('Central Division Tuition (4)'[Amount DR]),
FILTER(
ALL('Central Division Tuition (4)'),
YEAR('Central Division Tuition (4)'[MonthYear]) = 2024 &&
'Central Division Tuition (4)'[MonthYear] <= CurrentMonth
)
)
I notice when I drill down that the flat lines do change when filtereing by only year. So somehow it is only doing a cumulatative amount for the most current period is my guess. See images
Solved! Go to Solution.
I was able to get one chart like how you have it but when I try to do the accumulation, it just doesnt work. I ended up doing it in excel since power BI would not do it. Thanks for your help!
Hi @MercedesL ,
We wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?
If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.
Regards,
Chaithra.
Hi @MercedesL ,
We would like to follow up to see if the solution provided by the super user resolved your issue. Please let us know if you need any further assistance.
If our super user response resolved your issue, please mark it as "Accept as solution" and click "Yes" if you found it helpful.
Regards,
Chaithra E.
Hi @MercedesL ,
If the provided answer was helpful, please mark it as "Accept as solution" and click "Yes" if you found it helpful, it will be helpful for other members of the community who have similar problems as yours to solve it faster.
Regards,
Chaithra.
Hi,
I am not sure how your semantic model looks like, but I tried to create a sample pbix file like below.
Please try using visual calculation feature for getting running sum (cumulative sum).
Using visual calculations in Power BI Desktop - Power BI | Microsoft Learn
And, please try having dimension tables like the below image.
Please check the below image and the attached pbix file.
I was able to get one chart like how you have it but when I try to do the accumulation, it just doesnt work. I ended up doing it in excel since power BI would not do it. Thanks for your help!