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Syndicate_Admin's avatar
Syndicate_Admin
Administrator
2 years ago
Solved

Cumulative Sum Table

Greetings colleagues, I'm new to power BI, I'm doing the mundanza from excel to power bi and I ran into a problem. I have data of this style And I want to want a board or matrix with this st...
  • Syndicate_Admin's avatar
    Syndicate_Admin
    2 years ago

    It seems to me that I have the solution, although there is always room for improvement, I share the file with you.

    As I said at the beginning, I managed to do it with a row_number as an id, I still don't know if it's the best solotion, but it seems to funionize.

    Thank you very much in advance for the help and I hope you can be helpful.

    This type of table is very useful if you want to create time series with the maturation of different years.

    I look forward to hearing from you.

    Thank you very much in advance.

Ashish_Mathur's avatar
Ashish_Mathur
Super User
2 years ago

Hi,

Create a Calendar Table with calculated column formulas for Year, Month name and Month number.  Sort the Month name column by the Month number.  Create a relationship (Many to One and Single) from the Date column of your Data Table to the Date column of the Calendar Table.  To your matrix visual, drag Month name to the row labels and year to the column labels.  Write these measures

Measure = sum(Data[Amount])

YTD = calculate([Measure],datesytd(calendar[date],"31/12"))

Hope this helps.