Accumulated Values in a bar chart

[miikasa]

Hi guys,

I have this measure which is linked to a calendar table:

SalesIndex =

DIVIDE(

    [SalesAmount],

    [AverageCurrentMonthPreviousMonth],

    0

)

Calendar = CALENDAR(DATE(2022,01,01),TODAY())

Now I need to show the accumulated values by year in a bar chart, like:

AccumulatedSalesIndex2023: sum of sales index 2023
AccumulatedSalesIndex2024: sum of sales index 2024

Can anyone give me any tip on how can I do that? I tried to sum up the values and it worked, but when I put in the chart, it doesn't appear properly.

Thank you in advance.

[SamWiseOwl]

Hi @miikasa 

Have you tried the TotalYTD function?

Total YTD =

 TOTALYTD(

    [Sum of Quantity] --Measure to calculate

    ,'Calendar table'[Date] --Calendar table and date

    ,"31 Dec" --Optional end of year

 )

[miikasa]

Hi @SamWiseOwl,

Thank you for suggestion.

Sorry, I didn't explain clearly.

What I really need is to add a new category in the x-axis and show the accumulated measure. Now when I try to add, it just shows the values by month. Do you have any suggestion on how to do it?

Thank you again.

[SamWiseOwl]

Hi @miikasa 

Could you make a mock up of what you have and what you want please 🙂

[miikasa]

Hi @SamWiseOwl.

Sure!

This is what I have:

And this is what I want:

The x-axis data I built with this formula: 

Calendar = CALENDAR(DATE(2022,01,01),TODAY())

And the y-axis I built with this measure: 

SalesIndex =

DIVIDE(

    [SalesAmount],

    [AverageCurrentMonthPreviousMonth],

    0

) 

Appreciate your help. 😊

[SamWiseOwl · Accepted solution]

Hi @miikasa 

Could you try:
Running total =
Calculate(
[SalesIndex]

, Calendar[Date] <= Max(Calendar[Date]) --Filter to less than the current max
, Year(Calendar[Date]) = Year(Max(Calendar[Date])) --keep in the same year
)

[miikasa]

Hi @SamWiseOwl 

It worked, thank you very much for your support. I appreciate it.

Warm regards.