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

The Power BI DataViz World Championships are on! With four chances to enter, you could win a spot in the LIVE Grand Finale in Las Vegas. Show off your skills.

Reply
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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

Feb2025 Sticker Challenge

Join our Community Sticker Challenge 2025

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

Feb2025 NL Carousel

Fabric Community Update - February 2025

Find out what's new and trending in the Fabric community.