Forum Discussion

alforc1's avatar
alforc1
Frequent Visitor
8 years ago
Solved

Cumulative Running Total by week in a Matrix

  Good Day All,   I am looking for some support with some DAX that I am struggling to piece together.  I am looking within a matrix to sum together each weeks sales & and each weeks sales to the p...
  • Anonymous's avatar
    Anonymous
    8 years ago

    HI alforc1,

     

    If you want to get YTD cumulative running total, I think you need to add a year condition to control formula work on same year range.

     

    Volume BU Rolling FYTD =
    CALCULATE (
        SUM ( EPOS[Volume BU] ),
        FILTER (
            ALLSELECTED ( 'Date'[Week End Date] ),
            YEAR ( 'Date'[Week End Date] ) = YEAR ( MAX ( 'Date'[Week End Date] ) )
                && 'Date'[Week End Date] <= MAX ( 'Date'[Week End Date] )
        )
    )
    

     

    Regards,

    Xiaoxin Sheng

  • alforc1's avatar
    alforc1
    8 years ago

    Hi, I have a further question in relation to the the previous. The dax works up until the end of the current year but I need the cumulative total to also run into the next year.  can you advise how I would amend the DAX below to roll over into the following year.  So at the end of 2017 the cumulative resets but I would like it to continue into 2018.

     

    Any help would be appreciated.

     

    Volume BU Rolling FYTD =
    CALCULATE (
        SUM ( EPOS[Volume BU] ),
        FILTER (
            ALLSELECTED ( EPOS[Week End Date]),
            YEAR ( EPOS[Week End Date] ) = YEAR ( MAX ( EPOS[Week End Date] ) )
                && EPOS[Week End Date] <= MAX ( EPOS[Week End Date] )
        )

    Regards

     

    Chris


    )