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Nagesh_01's avatar
Nagesh_01
Frequent Visitor
3 years ago
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Calculate Cumulative total from December to December. Example, From Dec'2020 to Dec'2021 Cumulative

Hi,  Could someone please help me on this DAX? I need to calculate YTD/Cumulative total from December to December which means Previous year's Last month (December) to next year's last moth (December...
  • Jihwan_Kim's avatar
    3 years ago

    Hi,

    I tried to create a sample pbix file like below, and please check the below picture and the attached pbix file.

     

     

     

    YTD and previous December: =
    IF (
        NOT ISBLANK ( [Amount measure:] ) && HASONEVALUE ( 'Calendar'[Date] ),
        CALCULATE ( [Amount measure:], DATESYTD ( 'Calendar'[Date] ) )
            + CALCULATE (
                [Amount measure:],
                FILTER (
                    ALL ( 'Calendar' ),
                    'Calendar'[Year]
                        = MAX ( 'Calendar'[Year] ) - 1
                        && 'Calendar'[Month number] = 12
                )
            )
    )
    

     

  • Jihwan_Kim's avatar
    Jihwan_Kim
    3 years ago

    Hi,

    Thank you for your feedback.

    The measure has HASONEVALUE(Calendar[Date]) function as a condition. This condition is not to show the total row (when it has more than one date value) in the table visualization.

    If you write a measure without HASONEVALUE, it will show as expected.

     

    YTD and previous December: = 
    IF (
        NOT ISBLANK ( [Amount measure:] ),
        CALCULATE ( [Amount measure:], DATESYTD ( 'Calendar'[Date] ) )
            + CALCULATE (
                [Amount measure:],
                FILTER (
                    ALL ( 'Calendar' ),
                    'Calendar'[Year]
                        = MAX ( 'Calendar'[Year] ) - 1
                        && 'Calendar'[Month number] = 12
                )
            )
    )