Calculate cumulative sum for a selected date

[Zahin]

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

[v-rongtiep-msft · Accepted solution]

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 ()
    )

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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

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[amitchandak]

@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