Forum Discussion
Calculate Monthly based on Cumulative Total
- 4 years ago
ISGirl Are the amounts in your table already cumulative amounts (i.e. there is no column that specifies the amount that each month had against it)? If you have a monthly amount, you should be able to just drag the Amount field into a visual with the Period field without any measure.
I may be misunderstanding what you are after? Apologies on my end.
- 4 years ago
I am so sorry for the misunderstanding! That is my bad. This should help
Monthly Amount = TOTALMTD ( SUM ( 'Table'[Amount] ) , 'Table'[Posted Date] ) - CALCULATE ( SUM ( 'Table'[Amount] ) , DATEADD ( 'Table'[Posted Date] , -1 , MONTH ) , ALL ( 'Table' ) )The above can be broken down using variables as follows:
Monthly Amount = VAR _TotalMth = TOTALMTD ( SUM ( 'Table'[Amount] ) , 'Table'[Posted Date] ) VAR _TotalLstMth = CALCULATE( [Sum Amount] , DATEADD ( 'Table'[Posted Date] , -1 , MONTH ) , ALL ( 'Table' ) ) RETURN _TotalMth - _TotalLstMthHope this helps and apologies again!
Theo 🙂
- 4 years ago
ISGirl -
You might need some more tweaking if you have additional data but the example could serve as a template
Distributed Amount = DIVIDE( CALCULATE( MAX(TableName[Amount]), FILTER( ALL(TableName), TableName[FiscalYear] ) ), CALCULATE( COUNTROWS(TableName), FILTER( ALL(TableName), TableName[FiscalYear] ) ) )
ISGirl Are the amounts in your table already cumulative amounts (i.e. there is no column that specifies the amount that each month had against it)? If you have a monthly amount, you should be able to just drag the Amount field into a visual with the Period field without any measure.
I may be misunderstanding what you are after? Apologies on my end.
I don't have monthly amount (only for January), the rest of months are cumulative. So I need formula calculating monthly amount based on cumulative.
- TheoC4 years ago
Community Champion
I am so sorry for the misunderstanding! That is my bad. This should help
Monthly Amount = TOTALMTD ( SUM ( 'Table'[Amount] ) , 'Table'[Posted Date] ) - CALCULATE ( SUM ( 'Table'[Amount] ) , DATEADD ( 'Table'[Posted Date] , -1 , MONTH ) , ALL ( 'Table' ) )The above can be broken down using variables as follows:
Monthly Amount = VAR _TotalMth = TOTALMTD ( SUM ( 'Table'[Amount] ) , 'Table'[Posted Date] ) VAR _TotalLstMth = CALCULATE( [Sum Amount] , DATEADD ( 'Table'[Posted Date] , -1 , MONTH ) , ALL ( 'Table' ) ) RETURN _TotalMth - _TotalLstMthHope this helps and apologies again!
Theo 🙂
- ISGirl4 years agoNew Member
Thank you so much! It works perfectly fine for 2021. But if I have 2019 and 2020, do you think it will work?