I am having issues calculating the cumulative sum of estimates since each project is broken down into 5 different periods. I have a column for each period that checks if the dates of a project are within a specific period. For example this is how the project dates are checked for the first project period:
Finally I create one final measure to summarize all of the project period rolling measures:
Sum of B forventet Totalkost for all Project Periods rolling =[Sum Forventet Totalkost DG0 rolling] + [Sum Forventet Totalkost DG3 rolling] + [Sum Forventet Totalkost Installation Start rolling] + [Sum Forventet Totalkost DG4 rolling] + [Sum Forventet Totalkost Close out rolling]
Here is the result illustrated in a table for one project:
The rolling sum is calculated correctly for each project period, however the total calculation resets at each project period. In the example, 2024 Jan should be added to 2024 Feb and continue summarizing each month with the last month, however it restarts the sum calculation at each project period.
Is there any way to get the cumulative sum of all project periods together using the measures I have? What is the best approach to take when calculating the cumulative sum of estimates for a project that is split into multiple project periods?
It looks like some of the columns you used are not shown in this screenshot, could you show the complete data? That way I can reproduce your formulas to better help you.