Accumulated Performance Calculation

[ziva5]

Hello,
i have a precalculated monthly performance table and i want to create a measure that calculate accumulated performance.
accumulated performance shuold be calculated from the date that user choose in slicer parameter to show the monthly performance.
i tried the below Measure to reterive the previus month value, and then use it in new measure to summarize it, but it returns a null value
can anyone help me please
thanks,

Prev Value = CALCULATE ([Return] ,FILTER ( KeyPerformanceMonthly,KeyPerformanceMonthly[Start of Month]=[Prev Month] ))

[v-jianboli-msft]

Hi @ziva5 ,

Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or if you are still confused about it, please provide me with more details about your table and your problem or share me with your pbix file after removing sensitive data.

Refer to:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-jianboli-msft]

Hi @ziva5 ,

I can't open the sample you provided due to some missing files, but you can try this measure:

Prev Value = CALCULATE ([Return] ,FILTER ( ALL(KeyPerformanceMonthly),KeyPerformanceMonthly[Start of Month]=[Prev Month] ))

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@ziva5 ,
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

refer if window function can help

Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc

Running Total/ Cumulative: https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=41

[ziva5]

Hi, thanks for your reply.

Attached you can find a PBIX example.

It is important to emphasize that in my real case I work with Direct Queries

Sample pbix 

[ziva5]

Hi,
I managed to solve the previus issue by changing the measure to the following :
Prev Value = CALCULATE ([Return] ,DATEADD ( KeyPerformanceMonthly[Start of Month],-1,MONTH ))
Now I need your help to calculate the Accumulated Performance
Updated PBIX attached

Updated PBIX