Forum Discussion
Helper VCumulative Sum Not Working on Year
Hello,
I have Car sales per month each year. from 2007 till 2020.
the Fiscal year starts from July to June
I have to caluclate the cumulative sum of each year but the formula seems to be not working.
Visualization:
Cumulative Sales - Measure :
Cumlative Sales =
VAR LastVisibleDate =
MAX ( 'Date'[Date] )
VAR FirstVisibleDate =
MIN ( 'Date'[Date] )
VAR LastDateWithSales =
CALCULATE (
MAX ( Sales[Date] ),
REMOVEFILTERS () -- Use ALL ( Sales ) if REMOVEFILTERS () and ALL ()
-- are not available
)
VAR Result =
IF (
FirstVisibleDate <= LastDateWithSales,
CALCULATE (
[Units Sold],
'Date'[Date] <= LastVisibleDate
)
)
RETURN
Result
But the measure is jsut calculating the cumulative sum all over, neglecting the different year.
Any Help?
MH3 , You can use datesytd with an end date of the year as June. With a date table
example
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"6/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a.Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
2 Replies
- amitchandak
Super User
MH3 , You can use datesytd with an end date of the year as June. With a date table
example
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"6/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a.Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
MH3Dear amitchandak ,
I am sorry, there is some confusion.
I want to create a cumulative measure of each month for each year, right now my measure is summing from 2007 to 2020, from july 2007 to june 2020. But I need to refresh the Sum at July for each year.
Any Help?