Power BI is turning 10! Tune in for a special live episode on July 24 with behind-the-scenes stories, product evolution highlights, and a sneak peek at what’s in store for the future.
Save the dateJoin us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.
I am trying to do a cumulative measure to add to a chart, however becuase my data structure consist of stacked monthly reports if I do so using the below code I end up with summing over repeated instances as each ID appears more than once, therefore I need to filter on the most recent report date - how would I adapt the code below to reflect this?
Cumulative Quantity := CALCULATE ( SUM ( Transactions[Quantity] ), FILTER ( ALL ( 'Date'[Date] ), 'Date'[Date] <= MAX ( 'Date'[Date] ) ) )
Solved! Go to Solution.
Ohh now I understand! Try this! 🙂
Cumulative Quantity := VAR _date = SELECTEDVALUE('Table'[Date] )
VAR _period = SELECTEDVALUE('Table'[Report Date]) Return CALCULATE ( SUM ( Transactions[Quantity] ), ALL ( 'Table' ), 'Table'[Date] <= _date,
'Table'[Report Date] = _period
)
Try this:
Cumulative Quantity := VAR Mdate = MAX ( 'Date'[Date] ) Return CALCULATE ( SUM ( Transactions[Quantity] ), FILTER ( ALL ( 'Date'[Date] ), 'Date'[Date] <= Mdate ) )
Br,
Johannes
Thanks @tex628
I'm not sure this will work as the stack reports have the same date line duplicated in each - I have a column [report date] that I want to filter to be the max. I have included some sample data below, where the aim is to get the cumulative for each month for the April Report.
Report Date | Date | Value |
Jan-19 | 01/01/2019 | 500 |
Jan-19 | 01/02/2019 | 900 |
Jan-19 | 01/03/2019 | 800 |
Jan-19 | 01/04/2019 | 200 |
Feb-19 | 01/01/2019 | 500 |
Feb-19 | 01/02/2019 | 900 |
Feb-19 | 01/03/2019 | 200 |
Feb-19 | 01/04/2019 | 200 |
Mar-19 | 01/01/2019 | 500 |
Mar-19 | 01/02/2019 | 900 |
Mar-19 | 01/03/2019 | 200 |
Mar-19 | 01/04/2019 | 400 |
Apr-19 | 01/01/2019 | 500 |
Apr-19 | 01/02/2019 | 900 |
Apr-19 | 01/03/2019 | 200 |
Apr-19 | 01/04/2019 | 200 |
Can you convert the report date column into a proper date column and use that instead?
Jan-19 to 01/01/19
Feb-19 to 01/02/19
Etc...
Yes it is in the date format already.
Relationship is between 'Table'[Date] and 'Date'[Date] and has to stay that way?
I'm not sure I follow? I don't think the relationship matters.
Below is an example of where I hope to get to using the above data, the cumulative for the latest report (Apr-19), as a measure not column.
Report Date | Date | Value | Cumulative |
Apr-19 | 01/01/2019 | 500 | 500 |
Apr-19 | 01/02/2019 | 900 | 1400 |
Apr-19 | 01/03/2019 | 200 | 1600 |
Apr-19 | 01/04/2019 | 200 | 1800 |
Ohh now I understand! Try this! 🙂
Cumulative Quantity := VAR _date = SELECTEDVALUE('Table'[Date] )
VAR _period = SELECTEDVALUE('Table'[Report Date]) Return CALCULATE ( SUM ( Transactions[Quantity] ), ALL ( 'Table' ), 'Table'[Date] <= _date,
'Table'[Report Date] = _period
)
Check out the July 2025 Power BI update to learn about new features.
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
User | Count |
---|---|
60 | |
58 | |
56 | |
38 | |
28 |
User | Count |
---|---|
82 | |
61 | |
45 | |
41 | |
39 |