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mikaemidio
New Member

Accumulate values

I need help with this code:
ACCUMULATE =
CALCULATE([% Cancelados Condicionados Mensal],
filter(ALLSELECTED('Calendário'), 'Calendário'[Date] >= DATE((SELECTEDVALUE('Calendário'[Date])), 01, 01)
&&
'Calendário'[Date] <= max('Calendário'[Date])))
 
I need to calculate the cumulative values depending on the selected date filter. For example, if I choose two months, I want the accumulated value for those two months. If I choose three, the same applies, and so on. However, with this code, the monthly value is correct, but when I make a selection in the filter, only the value for the last selected month appears. Can you help?
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@mikaemidio , Try measures like the example with all selected for running total.

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))


Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALLSELECTED('date'[date]),ORDERBY('Date'[date],ASC)))

 

if you need YTD

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

 

Continue to explore Power BI Window function- Pareto Analysis, 80% of sales, Order by on Measure: https://www.youtube.com/watch?v=UVxiLc_AzSs

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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1 REPLY 1
amitchandak
Super User
Super User

@mikaemidio , Try measures like the example with all selected for running total.

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))


Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALLSELECTED('date'[date]),ORDERBY('Date'[date],ASC)))

 

if you need YTD

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

 

Continue to explore Power BI Window function- Pareto Analysis, 80% of sales, Order by on Measure: https://www.youtube.com/watch?v=UVxiLc_AzSs

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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