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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...
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  • 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 a column that shows the sum of 'Amount' for months Jan-Aug in every cell?

Or do you want a Column for Jan, a Column for Feb etc? Either way, the columns would just have the same number all the way down in every cell....a Measure would be much more efficient.

How do you intend to display the calculation in your report?

BJP99's avatar
BJP99
New Member
1 year ago

I want a column that has Months 1-8 Added together.  I currently and viewing the data in a table that shows Months as columns and Accounts as the Rows.  The Budgets come in for each of the accounts per month in this view.  the source data is set up as row for each month with a value by account. 

 

This is what I want my tabke to look like:

 

Account      Jan     Feb   Mar Apr   May   Jun  Jul  Aug  Sep  Oct  Nov   Dec   (Jan - Aug)   FY

Acct 1         1         1.2     1.1  1.4     1       1.5   1.1   1.3    1.8    1.5   1.6   2.3           9.6        16.8

Acct 2         3    

Acct 3        2.1