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ISGirl's avatar
ISGirl
New Member
4 years ago
Solved

Calculate Monthly based on Cumulative Total

Hello,  I am having issue with Power BI report. The datatsource is SQL server where data is loaded as cumulative total. But My goal is to alculate monthly based on cumulative total.  Please see dat...
  • TheoC's avatar
    TheoC
    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.

     

  • TheoC's avatar
    TheoC
    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 - _TotalLstMth

     

    Hope this helps and apologies again!

     

    Theo 🙂

  • ChrisMendoza's avatar
    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]
            )
        )
    )