Cumulative Revenue by Plan

Hi  lboldrino ，

I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can create the following measures to get the culmulative values:

ActualPlan = 
VAR _curmonth =
    MONTH ( TODAY () )
VAR _selmonth =
    SELECTEDVALUE ( dim_opportunity[DeliveryDate].[MonthNo] )
VAR _values =
    IF (
        _selmonth < _curmonth,
        CALCULATE ( SUM ( 'dim_opportunity'[Umsatz ProfitCenter] ) ),
        CALCULATE ( SUM ( 'dim_opportunity'[Weighted Position] ) )
    )
RETURN
    _values

Temp = 
SUMX (
    FILTER (
        ALLSELECTED ( 'dim_opportunity' ),
        'dim_opportunity'[ProfitCenter]
            = SELECTEDVALUE ( 'dim_opportunity'[ProfitCenter] )
            && 'dim_opportunity'[DeliveryDate].[Year]
                = SELECTEDVALUE ( 'dim_opportunity'[DeliveryDate].[Year] )
            && 'dim_opportunity'[DeliveryDate].[MonthNo]
                <= SELECTEDVALUE ( 'dim_opportunity'[DeliveryDate].[MonthNo] )
    ),
    [ActualPlan]
)

Cumulative Umsatz = SUMX ( VALUES ( dim_opportunity[ProfitCenter] ), [Temp] )

If the above one can't help you get the desired result, please provide some sample data with Text format(exclude sensitive data) and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

How to upload PBI in Community

Best Regards