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BJP99's avatar
BJP99
New Member
1 year ago
Solved

Creating a Sum Based on Month

Hi,   I have budget data by month.  How do I go about creating a field that would add Months 1-8 of said data, ignoring the other 4 months.  This data being budget data does not have actual dates t...
Need Help
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi BJP99 

    Please try the following Dax:

    (Jan - Aug) = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),MONTH('Table'[Date])>=1 && MONTH('Table'[Date])<=8 && 'Table'[Account]=EARLIER('Table'[Account])))

     

    Result:

     

     

     

     

     

     

    Best Regards,

    Jayleny

     

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

Nonessential's avatar
Nonessential
Frequent Visitor
1 year ago

Do you want to create a measure or a calculated column? I assume you want a measure, if so you could do something like; Budget (Jan-Aug) = Calculate([Total Budget]), MonthNumber IN (1,2,3,4,5,6,7,8)). For this to work you would need the 'Total Budget' Measure which would just be a SUM of the Column you are performing the calculation on.

BJP99's avatar
BJP99
New Member
1 year ago

I think I would prefer a calculated column for this.  The Fields I have that would be based on this are Month and Amount.  Month has the Month Names, and Amount has the Amounts associated with this.