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Helper IV

## How to accumulate sales, even for missing year-month

My objective is to create a measure for accumulate sales, even for months with no sales.

With the given date-table:

Calendar

 Date MonthYear 1/1/2017 2017-01 2/1/2017 2017-01 ... 1/2/2017 2017-02 1/3/2017 2017-03 1/4/2017 2017-04

SalesTable

 date Sales 1/1/2017 200 1/2/2017 300

How do I get this output:

 Month Year Accumulated Sales 2017-01 200 2017-02 500 2017-03 500 2017-04 500

Thank you so much for taking a look at this.

What I have tried:

``````SUMX(
VALUES('Calendar'[MonthYear]),
VAR MAX_MONTH = MAX('Calendar'[MonthYear]) RETURN
CALCULATE(SUM('SalesTable'[Sales]) + 0, 'Calendar'[MonthYear] <= MAX_MONTH
))``````

The hard part for me is getting values, even for year-months with no sales (and somehow preserving the row context).

1 ACCEPTED SOLUTION
Super User

If you're using the calendar table for the rows in your visual, then this should be a standard cumulative total regardless of gaps in the sales fact table.

``````CALCULATE (
SUM ( 'SalesTable'[Sales] ),
FILTER (
ALL ( 'Calendar' ),
'Calendar'[MonthYear] <= MAX ( 'Calendar'[MonthYear] )
)
)``````
3 REPLIES 3
Super User

If you're using the calendar table for the rows in your visual, then this should be a standard cumulative total regardless of gaps in the sales fact table.

``````CALCULATE (
SUM ( 'SalesTable'[Sales] ),
FILTER (
ALL ( 'Calendar' ),
'Calendar'[MonthYear] <= MAX ( 'Calendar'[MonthYear] )
)
)``````
Super User

@alexbjorlig  if you have the following Fact table

``````sales =
VAR _date =
MAX ( 'Calendar'[Calendar.Date] )
VAR _runningTotal =
CALCULATE (
SUM ( 'Fact'[Fact.Sales] ),
ALL ( 'Calendar' ),
'Calendar'[Calendar.Date] <= _date
)
RETURN
_runningTotal``````

Question - Do you want the subtotal level to be rolled up as well? e.g. in this example ->200+4*500+1100=3300 or 1100 is the correct toal desired?

Proud to be a Super User!
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Super User

What is the _sum variable defined for?

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