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KristinaSp
Helper I
Helper I

Cummulative totals by fiscal year - other slicers dont work

Hello,

 

I have searched and read other topics reated with cummulative totals, but it does not help to solve my issue.

This topic is the closest to my issue: https://community.powerbi.com/t5/Desktop/Compare-cumulative-data-between-years/td-p/112480

 I created  running totals measue  accordingly with the explanation in the link, but it does not work with other slicers.

KristinaSp_0-1606922054699.png

Maybe someone also had this issue and know how to solve it

 

Thank you in advance!

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@KristinaSp , if you need ytd (cumm by year) , then you can use time intelligence

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31")) //last date of yesr is 31 dec

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31")) //last date of year is 31 march

 

choose date of your choice

Over all cumm -Cumm Sales = CALCULATE(SUM(Table[value]),filter(allselected(Table),Table[Date] <=max(Table[Date])))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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1 REPLY 1
amitchandak
Super User
Super User

@KristinaSp , if you need ytd (cumm by year) , then you can use time intelligence

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31")) //last date of yesr is 31 dec

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31")) //last date of year is 31 march

 

choose date of your choice

Over all cumm -Cumm Sales = CALCULATE(SUM(Table[value]),filter(allselected(Table),Table[Date] <=max(Table[Date])))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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