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Nagesh_01
Frequent Visitor

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). Example Dec'2020 to Dec'2021. 

Please find below example in spreadsheet. Please help to calculate YTD/Cumulative amount like below mentioned.

 

Nagesh_01_0-1663139063235.png

 

2 ACCEPTED SOLUTIONS
Jihwan_Kim
Super User
Super User

Hi,

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

Jihwan_Kim_1-1663140780313.png

 

 

Jihwan_Kim_0-1663140763084.png

 

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
            )
        )
)

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

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
            )
        )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

View solution in original post

4 REPLIES 4
Jihwan_Kim
Super User
Super User

Hi,

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

Jihwan_Kim_1-1663140780313.png

 

 

Jihwan_Kim_0-1663140763084.png

 

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
            )
        )
)

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

Hi @Jihwan_Kim 
Awesome!! it works pretty well. Thank you so much for your great help.
However, Could you please check this issue? it's working fine when we use Date field, but when we use year and month number /name, then it's showing blank. 
Please find below screenshot. 

Nagesh_01_0-1663143792293.png

 



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
            )
        )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

@Jihwan_Kim 
It's Perfect. Thank you again.

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