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jdw_msft
Frequent Visitor

Getting sum from cumulative table

Hello everyone, i have a sample table like this picture:

I'll describe the table columns:

  1. date : obviously date
  2. sales: sold thing
  3. sales_running_sum: this is for monthly sales, reset to 0 every month (when the month change)
  4. yearly_running_sum: this is for yearly/annual sales, reset to 0 every year (when the year change)

I have a problem, whenever i use TOTALYTD DAX for yearly_running_sum and TOTALMTD DAX for sales_running_sum. The sum is exponentially large, what i want is when i choose February 10, 2024 it'd show 40 for sales_running_sum  and 144 for yearly_running_sum. Is there any implementation to get result that i want?

 

 

 

The dates column act as a slicerThe dates column act as a slicerthe visual slicerthe visual slicer

 

 

 

 

 

JanuaryJanuaryFebruaryFebruaryMarchMarch

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I tried to create a sample pbix file like below, and please check the below picture and the attached pbix file.

 

Jihwan_Kim_1-1725861833286.png

 

 

Jihwan_Kim_0-1725861800680.png

Sales MTD: = 
VAR _t =
    FILTER (
        ADDCOLUMNS (
            ALL ( 'date'[date], 'date'[Year], 'date'[Month], 'date'[Day] ),
            "@sales", [Sales:]
        ),
        'date'[Year] = MAX ( 'date'[Year] )
            && 'date'[Month] = MAX ( 'date'[Month] )
            && 'date'[date] <= MAX ( 'date'[date] )
    )
RETURN
    SUMX ( _t, [@sales] )

 

Sales YTD: = 
VAR _t =
    FILTER (
        ADDCOLUMNS (
            ALL ( 'date'[date], 'date'[Year], 'date'[Month], 'date'[Day] ),
            "@sales", [Sales:]
        ),
        'date'[Year] = MAX ( 'date'[Year] )
            && 'date'[date] <= MAX ( 'date'[date] )
    )
RETURN
    SUMX ( _t, [@sales] )

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

1 REPLY 1
Jihwan_Kim
Super User
Super User

Hi,

I tried to create a sample pbix file like below, and please check the below picture and the attached pbix file.

 

Jihwan_Kim_1-1725861833286.png

 

 

Jihwan_Kim_0-1725861800680.png

Sales MTD: = 
VAR _t =
    FILTER (
        ADDCOLUMNS (
            ALL ( 'date'[date], 'date'[Year], 'date'[Month], 'date'[Day] ),
            "@sales", [Sales:]
        ),
        'date'[Year] = MAX ( 'date'[Year] )
            && 'date'[Month] = MAX ( 'date'[Month] )
            && 'date'[date] <= MAX ( 'date'[date] )
    )
RETURN
    SUMX ( _t, [@sales] )

 

Sales YTD: = 
VAR _t =
    FILTER (
        ADDCOLUMNS (
            ALL ( 'date'[date], 'date'[Year], 'date'[Month], 'date'[Day] ),
            "@sales", [Sales:]
        ),
        'date'[Year] = MAX ( 'date'[Year] )
            && 'date'[date] <= MAX ( 'date'[date] )
    )
RETURN
    SUMX ( _t, [@sales] )

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

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