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AndreaLorenzo's avatar
AndreaLorenzo
Frequent Visitor
1 year ago
Solved

Cummulative sum for different years with month filter

Hi everybody,   I am struggling to get a cummulative sum when displaying data in a matrix for different years and with a month filter.   I can get this year's amount correct, but for the pr...
Need Help
  • bhanu_gautam's avatar
    bhanu_gautam
    1 year ago

    AndreaLorenzo Try using this

    DAX
    Ventas Acumuladas =
    CALCULATE(
    SUM(Ventas_Ppto_Forecasting[Importe_Real]),
    FILTER(
    ALL(PBI_Calendario),
    PBI_Calendario[Año] = MAX(PBI_Calendario[Año]) &&
    PBI_Calendario[Mes] <= MAX(PBI_Calendario[Mes])
    )
    )

     

bhanu_gautam's avatar
bhanu_gautam
Icon for Super User rankSuper User
1 year ago

AndreaLorenzo Try using this

DAX
Ventas Acumuladas =
CALCULATE(
SUM(Ventas_Ppto_Forecasting[Importe_Real]),
FILTER(
ALL(PBI_Calendario),
PBI_Calendario[Año] = MAX(PBI_Calendario[Año]) &&
PBI_Calendario[Mes] <= MAX(PBI_Calendario[Mes])
)
)

 

AndreaLorenzo's avatar
AndreaLorenzo
Frequent Visitor
1 year ago

bhanu_gautam Sorry, you were right! The problem was I was using a wrong "year" field when displaying the matrix... My bad!😅