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balumaran's avatar
balumaran
Frequent Visitor
9 years ago
Solved

Cumulative Sum With Slicer

Hi,  I am fairly new to Power BI and trying to find my ways in .    I have a requirement to display YTD value ( running sum) on a sales measure with a Month Slicer.  I was able to get the running ...
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  • Anonymous's avatar
    Anonymous
    9 years ago

    Of course!

    mattbrice is right.

    In order to get YTD using ALL you need to use this:

    YTDSales = CALCULATE([Sales],FILTER(ALL('Business Date'),'Business Date'[Date]<MAX('Business Date'[Date])&&'Business Date'[Year]=YEAR(MAX('Business Date'[Date]))))

    or just use this staightforward formula:

    YTDSales = TOTALYTD([Sales],'Business Date'[Date])

     

    And make sure you use Date column from your 'Business Date' table in slicer

    Michael

Anonymous's avatar
Anonymous
Not applicable
9 years ago

This should work:

YTDSales = TOTALYTD([Sales],CalendarTable[Date]) 

Also, make sure that you use your CalendarTable Month column in your slicer (NOT the Month from the Fact table)

Michael

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hello Michael, 

I have the same problem but with different structure. 

I have two tables:
Extraction table
And a date table

I want to calculate a Cumulative Sum of the business values of the pirate tickets according to the start date column.

I have a slicer that contains the sprint ID.

When the sprint ID is selected in the slicer, I'd like the abcissa axis of the graph to display all the days between the start and end of the sprint included, and the curve to represent the data.

Here's the formula I use, which unfortunately doesn't add up the data.
The formula just shows me the data per day.
I'd like to accumulate this data per day.


RunningTotalePirate =
Var Sprintstart = calculate(FIRSTDATE('Extraction_fin_sprint'[DébutSprint]), ALLSELECTED ('Extraction_fin_sprint'))
Var Length = 20

Return
If (Max(TestCalendar[Date]) = Sprintstart , 0,
If (Max(TestCalendar[Date]) >= Sprintstart && Max(TestCalendar[Date])<= Sprintstart + Length,
0 + Calculate(sum(Extraction_fin_sprint[Business Value]),
Filter(allselected(Extraction_fin_sprint),
Extraction_fin_sprint[Prévu_Pirate]= "pirate"),
Extraction_fin_sprint[Start date] <= max(TestCalendar[Date])
&& Extraction_fin_sprint[Date départ] >= min(TestCalendrier[Date])
)
))