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ilana105's avatar
ilana105
Icon for Helper I rankHelper I
9 years ago
Solved

Compare cumulative data between years

Hello commnuity   I want to compare the cumulative of one variable over 2 years.    When I use the TOTALYTD formula I get the data I want:     cumulativeImpressions = TOTALYTD(sum(database[Imp...
Need Help
  • v-huizhn-msft's avatar
    v-huizhn-msft
    9 years ago

    Hi ilana105,

     

    How do you set the Axis level, you have year and month field in your source data, you select the month as axis level, the year as legend level, right? If it is, you’d better add filter in measure to cumulative sum for each year, rather than all data. The TOTALYTD Function evaluates the year-to-date value of the expression in the current context. So it return the total sum for each year.


    I try to reproduce your scenario as follows.


    Create month and year calculated columns.

     

    Year = YEAR(Sales[DATE])
Year = YEAR(Sales[DATE])


    Create measure using the formula below. The values function will return a table including one year.

     

    cumulative = CALCULATE(SUM(Sales[SALE]),FILTER(ALL(Sales),Sales[DATE]<=MAX(Sales[DATE])),VALUES(Sales[Year]))


    Create the line chart, you will get expected result same to using TOTALYTD function like the following screenshot.

     


    TotalYTD = TOTALYTD(SUM(Sales[SALE]),Sales[DATE])


    If you have any other issue, please feel free to ask.


    Best Regards,
    Angelia

     

     

austinsense's avatar
austinsense
Icon for Impactful Individual rankImpactful Individual
9 years ago

I'm not sure if this is the best approach but I usually solve this by putting an if in the front ...

 

cumulativeImpressions = 
IF(  SUM (database[impressions] ),

CALCULATE (
    SUM (database[impressions] );
    FILTER(ALL(database);
database[finaldate] <= MAX(database[finaldate]))
),

BLANK()
)

That way we only see the cumulative in periods where there is actual data.  This might not solve your problem exactly but it may help you get to a good answer.

  • ilana105's avatar
    ilana105
    Icon for Helper I rankHelper I
    9 years ago

    Hello austinsense

     

    Thank you very much! It doesn´t help me to answer my problem but indeed will provide better data quality