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kayo
Frequent Visitor

How to calculate Cumulative monthly saving in year from start date of Project

Hi I would like to achieve calculating monthly saving of the year 

I have a data with Montly saving starting from project implementation date

Example,  May saving 50 euro, then June saving of 30 Euro, then Cumulative saving if June is 50+50+30 = 130

When project implemented in August with saving of 10 euro, then August cumulative saving is 50+50+50+50+30+30+30+10 = 300

kayo_0-1645957388722.png

Can someone please help 

Thanks

1 ACCEPTED SOLUTION

Hi @kayo apologies...I missed that when I read the initial question.

I mocked up some data and came up with this...

littlemojopuppy_0-1646073740128.png

Hope this helps!

View solution in original post

6 REPLIES 6
kayo
Frequent Visitor

Thank you Littlemojopuppy for your reply

Your solution igives the same result as TOTALYTD(Sum(Monthly saving), Datetable(Datefield) and returns 210 as cumulative sum,

What I am looking for is to repeat saving after it is implemented

In my example matrix, accumulated sum I want to achieve is 840

Is there way to do?

kayo_0-1646039603421.png

 

In other word, I want to cumulate value (A cumulation of monthly saving) again to have my result (B)

Hi @kayo apologies...I missed that when I read the initial question.

I mocked up some data and came up with this...

littlemojopuppy_0-1646073740128.png

Hope this helps!

This is great !

Thank you so much for your help

@kayo you're welcome!  Glad I could help!

DAX for measures for anyone who finds this later...

Total Savings = SUM(RawData[Savings])

YTD Savings = 
TOTALYTD(
    [Total Savings],
    'Calendar'[Date]
)

Cumulative YTD Savings = 
VAR MonthEnding = 
    CALCULATETABLE(
        VALUES('Calendar'[MonthEndingDate]),
        FILTER(
            ALL('Calendar'),
            'Calendar'[Date] <= MAX('Calendar'[Date])
        ),
        DATESYTD('Calendar'[Date])
    )
VAR CumulativeSavings =
    CALCULATETABLE(
        ADDCOLUMNS(
            MonthEnding,
            "YTDSavings",
            [YTD Savings]
        ),
        REMOVEFILTERS('Calendar')
    )
RETURN

SUMX(
    CumulativeSavings,
    [YTDSavings]
)

 

littlemojopuppy
Community Champion
Community Champion

Hi @kayo 

 

Try this

CALCULATE(
	SUM([MonthlySaving]),
	DATESYTD(DateTable[DateField])
)

DATESYTD is a time intelligence function so make sure you have a date table and that it is marked appropriately.

 

Hope this helps!

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