Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
jayanthan
Helper III
Helper III

Cumulative Chart

Hi All

 

I would like to have chart where cumulative value for the current financial year (Opening balance should be added to first month and each month previous month value should be added) , please refer the below attached excel screenshot for details

 

Thanks in Advance

 

Regards

Jayanthan

 

 

Capture.PNG

Regards

Jayanthan

1 ACCEPTED SOLUTION

3 REPLIES 3
Minseven
Helper I
Helper I

try this measure:

 

Net value running total in Month = 
CALCULATE(
	SUM('TABLE'[Net value]),
	FILTER(
		CALCULATETABLE(
			SUMMARIZE(
				'TABLE',
				'TABLE'[Created on].[MonthNo],
				'TABLE'[Created on].[Month]
			),
			ALLSELECTED('TABLE')
		),
		ISONORAFTER(
			'TABLE'[Created on].[MonthNo], MAX('TABLE'[Created on].[MonthNo]), DESC,
			'TABLE'[Created on].[Month], MAX('TABLE'[Created on].[Month]), DESC
		)
	)
)

you will then have to adjust your Area Chart as follow:

 

Capture.PNG

 

reusults:

 

Capture.PNG

Hi Minseven Thank you for the reply, I have been trying this for few days, i could not recreate as you did, could you please send me a sample Pbix file, Thanks in Advance Regards Jayanthan

find an example here:

 

https://ufile.io/iu773

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.