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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Cumulative Total Disappearing

Why is it that my cumulative total dispaers from any chart when it is not acompanied by some dort of date? For example if i have a table and in one column i have date and the other the cumulative totalit will display fine, but if i take out date culomn cumulative total will disapear. 

 

Ok!

YearCumulative Total
2019200

 

Not Ok!

 Cumulative Total
 Blank

 

How can i display cumulative without any date biside it? 

 

Thank you

  • Hi, Anonymous 

    According to your description and sample data, I guess your problem is that you didn’t put the [Year] column into the slicer so that the measure can’t start counting from the month you selected of the selected year, I created some data and create a measure to get the result you want to get, you can take a look of my method:

    This is my test data(across two years):

     

    1. I created a Calendar table to put into the Slicer:
    00_Dates_Fiscal = CALENDAR(DATE(2020,1,1),DATE(2021,12,31))

     

    1. Then I created this measure:
    Test_YTD_2 =
    var _selectedyear=YEAR(MIN('00_Dates_Fiscal'[Date]))
    var _selectedmonth=MONTH(MIN('00_Dates_Fiscal'[Date]))
    var _result=
    CALCULATE(
        SUM('33_Master_DB'[Total]),
    FILTER(
        ALLSELECTED('33_Master_DB'),
    YEAR([CalDate])=_selectedyear&&
    MONTH([CalDate])>=_selectedmonth&&
    MONTH([CalDate])<=MAXX('33_Master_DB',MONTH([CalDate]))))
    return
    IF(MAXX('33_Master_DB',YEAR([CalDate]))=_selectedyear,_result,BLANK())
    
    
    1. Then I created a Slicer and a table chart, and place columns like this:

     

    And I guess this is what you want.

    You can download my test pbix file here

     

    If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.

    How to Get Your Question Answered Quickly 

     

    Best Regards,

    Community Support Team _Robert Qin

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

5 Replies

  • themistoklis's avatar
    themistoklis
    Icon for Community Champion rankCommunity Champion

    Anonymous 

     

    My understanding is that cumulative values are based on a dimension. So it doesnt make sense to have cumulative values but no dimension assigned to it.

     

    The second table simply shows the total.

     

    Also one possible reason that you get blank value is that on date field (or the field that you use inside the cumulative formula) there may be blank values.

    Try filter them out e.g. from Filters pane and check if value appears

    • Anonymous's avatar
      Anonymous
      Not applicable

      themistoklis 

       

      Hi themistoklis

       

      Thanks for the quick reply,  there will be other dimensions assigned to it like country/ Businsess unit / ETc... the issue that no data will display if there is no date field(s) included in the table. I just want to show YTD as of selected date in a slicer. 

       

       

       

       

  • Anonymous , Not clear. Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

     

    You can also have formula on year column 

    cumm = calculate(sum(Table[value]), filter(allselected(Table), Table[Year] <=max(table[Year])))

  • Anonymous's avatar
    Anonymous
    Not applicable

    amitchandak themistoklis 

    This is the code im using:

     

     

    Test_YTD_2 = 
    
      VAR PRYEAR = [PY]
    RETURN 
        CALCULATE(
            SUM('33_Master_DB'[Total]),
            '33_Master_DB'[FiscalYear] = PRYEAR,
            '33_Master_DB'[Source] = "System1",
            '33_Master_DB'[Category] = "Actuals", ALL('00_Dates_EST'[MonthName]),
            '11_End_Regions'[Region] <>BLANK(),
    
     FILTER(ALL('00_Dates_Fiscal'[Date]),
    		
                MONTH ( '00_Dates_Fiscal'[Date] ) <= MONTH ( MAX ( '00_Dates_Fiscal'[Date] ) ))
            
        )

     

     

     

    This is what its retuning (Dummy Numbers):

     

    CalMonth**bleep** Total
    Apr3020.4191
    May3982.8677
    Jun4858.2111
    Jul5363.6897
    Aug5902.8366
    Sep6796.724
    Oct8120.1152
    Nov8778.5402
    Dec9983.18
    Jan763.5746
    Feb1317.6819
    Mar2330.369

     

    As you can see intead of starting to sum from april, APR already contains the sum of JAN,FEB,MAR,APR i need it to start counting from APR as its first month. Please let me know what can i do to above code to make it work. 

     

    Using DATESYTD & TOTALYTD does not work for me.

     

    Thank you

     

  • v-robertq-msft's avatar
    v-robertq-msft
    Icon for Community Support rankCommunity Support

    Hi, Anonymous 

    According to your description and sample data, I guess your problem is that you didn’t put the [Year] column into the slicer so that the measure can’t start counting from the month you selected of the selected year, I created some data and create a measure to get the result you want to get, you can take a look of my method:

    This is my test data(across two years):

     

    1. I created a Calendar table to put into the Slicer:
    00_Dates_Fiscal = CALENDAR(DATE(2020,1,1),DATE(2021,12,31))

     

    1. Then I created this measure:
    Test_YTD_2 =
    var _selectedyear=YEAR(MIN('00_Dates_Fiscal'[Date]))
    var _selectedmonth=MONTH(MIN('00_Dates_Fiscal'[Date]))
    var _result=
    CALCULATE(
        SUM('33_Master_DB'[Total]),
    FILTER(
        ALLSELECTED('33_Master_DB'),
    YEAR([CalDate])=_selectedyear&&
    MONTH([CalDate])>=_selectedmonth&&
    MONTH([CalDate])<=MAXX('33_Master_DB',MONTH([CalDate]))))
    return
    IF(MAXX('33_Master_DB',YEAR([CalDate]))=_selectedyear,_result,BLANK())
    
    
    1. Then I created a Slicer and a table chart, and place columns like this:

     

    And I guess this is what you want.

    You can download my test pbix file here

     

    If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.

    How to Get Your Question Answered Quickly 

     

    Best Regards,

    Community Support Team _Robert Qin

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.