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PBJ's avatar
PBJ
Regular Visitor
10 years ago
Solved

Cumulative Amounts

Hi everyone!   I am trying to calculate the cumulative sums of amounts in different months within a year. In excel, I would do so by locking the first value in the first month of interest and then ...
v-haibl-msft's avatar
v-haibl-msft
Microsoft Employee
10 years ago

PBJ

 

The measure provided by KGrice should be OK. You can also try to create a MonthNum column and a cumulative year column.

MonthNum = 
MONTH ( LEFT ( Table1[month], 3 ) & "/1" )
cumulative year = 
SUMX (
    FILTER ( Table1, Table1[MonthNum] <= EARLIER ( Table1[MonthNum] ) ),
    Table1[year]
)

Best Regards,

Herbert

PBJ's avatar
PBJ
Regular Visitor
10 years ago

Many thanks for your input.

 

I tried out the formula on my data/table. The formula seems to indeed add values for the respective month, however does not add them to the previous ones. So, for July, it yields the sum of all values in July. For August, it yields all values in August, but does not include July ones.