Forum Discussion
Accumulate values
Anonymous , 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=145sWhy 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-bd52912a5bd4
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.
Anonymous , 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-bd52912a5bd4
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.