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

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
danielhough
Helper II
Helper II

Cumulative Measure that starts over each year

Hey Everybody! I have a matrix with the below cumulative measure and the values continue to compound year over year. Is there a way to modify this DAX to restart in a new year?

RUNNING_TOTAL_RECEIPTS_LOCAL =
CALCULATE( 
SUM('PS_MMC_BNK_BAL_RPT2'[RECEIPTS_LOCAL]),
FILTER(ALLSELECTED('PS_MMC_BNK_BAL_RPT2'),
'PS_MMC_BNK_BAL_RPT2'[AS_OF_DATE] <= MAX('PS_MMC_BNK_BAL_RPT2'[AS_OF_DATE])))
1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@danielhough when you working with dates, as a best practice to add a calendar dimension in your model and then use that for date calculations, you can add one following my post here Create a basic Date table in your data model for Time Intelligence calculations | PeryTUS IT Solutio...

 

And then you can simply create a measure

 

RT = CALCULATE ( SUM ( Table[Value] ), DATESYTD ( 'Calendar'[Date] ) )

 

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

View solution in original post

2 REPLIES 2
parry2k
Super User
Super User

@danielhough when you working with dates, as a best practice to add a calendar dimension in your model and then use that for date calculations, you can add one following my post here Create a basic Date table in your data model for Time Intelligence calculations | PeryTUS IT Solutio...

 

And then you can simply create a measure

 

RT = CALCULATE ( SUM ( Table[Value] ), DATESYTD ( 'Calendar'[Date] ) )

 

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

This worked!!

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

March 2024 PBI Gallery Image

Power BI Monthly Update - March 2024

Check out the March 2024 Power BI update to learn about new features.