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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.

Anonymous's avatar
Anonymous
Not applicable
1 year ago

Hi BJP99 

Based on your needs, I have created the following table.

 

 

Then create a calculate column:

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

 

 

Drag the corresponding field to the matrix visual.

 

Drag to hide unwanted columns:
Solved: Matrix - Hide a column in visual but consider in c... - Microsoft Fabric Community

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.

BJP99's avatar
BJP99
New Member
1 year ago

Hi, thank you for putting this together.  Unfortunately it is giving me the same value for everything.  

 

 

  • Nonessential's avatar
    Nonessential
    Frequent Visitor
    1 year ago

    Hi, try 

    Jan - Aug =
    CALCULATE(
        SUM('Table'[Value]),
        FILTER('Table','Table'[Month] IN {"Jan","Feb","Mar","Apr","May","Jun","Jul","Aug"}))
    Or if you have Month Numbers;
    Jan - Aug =
    CALCULATE(
        SUM('Table'[Value]),
       'Table'[Month(number)>=1&&'Table'[Month(number)<=8]))
  • Anonymous's avatar
    Anonymous
    Not applicable
    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.