KPI visual does not accumulate

[RoHa]

Hi all,

I have an ongoing issue with my KPI visual:

I have two tables, one called "ANT - Income Statement" and the other is called "ANT - Budget". The date bridge table between these two is called "ANT - Date". "ANT - Budget" has the columns "Sales Budget" and "MonthName". I have already linked the columns "Month Name" and "MonthName" to "Month" in "ANT - Date" via a many-to-many relationship. The slicer has the column "Month" of table "ANT - Date" as field.

What I want is the following:

I have a KPI visual and want to include a measure for sales budget as the target number. This measure should accumulate the sales budget as per the selected months in the slicer. For example, if I select January and February, the KPI should show the accumulated budget for these two months as the target number. If I select January, February and May, the KPI visual should show the accumulated budget for these three months as the target number and so on..

What happens:
When I include the below code, it only shows the budget for the most recent month when I select multiple months. Hence, it does not accumulate.

Accumulated Sales Budget =

VAR SelectedMonths = VALUES('ANT - Date'[Month])

RETURN

    CALCULATE(

        SUM('ANT - Budget'[Sales Budget]),

        TREATAS(SelectedMonths, 'ANT - Date'[Month])

    )



Can you please help!?

Greetz,

Robin.

[Anonymous · Accepted solution]

Hi @RoHa ,

Please try:

Here's the example data I created:

Date	Sales Budget	MonthName
2024-01-01	100	January
2024-02-01	100	February
2024-03-01	100	March
2024-04-01	100	April
2024-05-01	100	May
2024-06-01	100	June
2024-07-01	100	July

Create a Measure:

Accumulated Sales Budget = 
VAR SelectedMonths = VALUES('ANT - Date'[Month])
RETURN
    IF(
        ISFILTERED('ANT - Date'[Month]),
        CALCULATE(
        SUM('ANT - Budget'[Sales Budget]),
        'ANT - Budget'[MonthName] in SelectedMonths
    ),
    0)

The final page visualization is shown below:

I would be grateful if you could provide me with the pbix file or sample data.

Remember to remove sensitive data and do not log in to your account in Power BI Desktop when uploading the pbix file.

If you have any other questions please feel free to contact me.

The pbix file is attached.

Best Regards,
Yang
Community Support Team

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