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Zahin's avatar
Zahin
Frequent Visitor
3 years ago
Solved

Calculate cumulative sum for a selected date

Hello,

I want to calculate cumulative sum for a specific date range. It should also have the total sum until the start date.

Example table:

 

Now if I want to see the cumulative sum for May to September, it should be something like this:

 

How can I achieve this? Thank you

Need Help
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi Zahin ,

    I have created a simple sample, please refer to my pbix file to see if it helps you.

    Create a meausre.

    Measure =
VAR _max =
    MAXX ( ALLSELECTED ( 'Table 2' ), 'Table 2'[Date] )
VAR _min =
    MINX ( ALLSELECTED ( 'Table 2' ), 'Table 2'[Date] )
VAR _re =
    CALCULATE (
        SUM ( 'Table'[amount] ),
        FILTER ( ALL ( 'Table' ), 'Table'[Month] <= MAX ( 'Table'[Month] ) )
    )
RETURN
    IF (
        MAX ( 'Table'[Month] ) >= _min
            && MAX ( 'Table'[Month] ) <= _max,
        _re,
        BLANK ()
    )

     

    How to Get Your Question Answered Quickly 

     

    If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

     

    Best Regards
    Community Support Team _ Polly

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi Zahin ,

    I have created a simple sample, please refer to my pbix file to see if it helps you.

    Create a meausre.

    Measure =
VAR _max =
    MAXX ( ALLSELECTED ( 'Table 2' ), 'Table 2'[Date] )
VAR _min =
    MINX ( ALLSELECTED ( 'Table 2' ), 'Table 2'[Date] )
VAR _re =
    CALCULATE (
        SUM ( 'Table'[amount] ),
        FILTER ( ALL ( 'Table' ), 'Table'[Month] <= MAX ( 'Table'[Month] ) )
    )
RETURN
    IF (
        MAX ( 'Table'[Month] ) >= _min
            && MAX ( 'Table'[Month] ) <= _max,
        _re,
        BLANK ()
    )

     

    How to Get Your Question Answered Quickly 

     

    If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

     

    Best Regards
    Community Support Team _ Polly

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    3 years ago

    Zahin , you need measure like

     

    values For beginning 

    Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all('Date'),'Date'[date] <=max('Date'[date])))

     

    Only for selected range

    Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))

     

    Same you can do with window function

    Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc

     

    Running Total/ Cumulative: https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=41