Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
3 years ago

Cumulative Total

I am looking to calculate a cumulative total of a column based on another column by sequential dates. There are orders for multiple years in the same table. The formula I currently have is making it so it calculates a cumulative total starting with the first date all the way up through the last date in our list, spanning 5 years. How do I make it go year by year?

Need Help

4 Replies

  • Shaurya's avatar
    Shaurya
    Memorable Member
    3 years ago

    Hi Anonymous,

     

    Let's assume you already have a measure for calculating cumulative total. You can use the this formula to make it go year by year instead of all data:

     

    Cumulative Year by Year = CALCULATE([Total],DATESYTD('Date'[Date],"12/31"))

     

    Works for you? Mark this post as a solution if it does!
    Consider taking a look at my blog: Forecast Period - Graphical Comparison 

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      Shaurya - Would this only show for 1 year? 

  • v-xiaotang's avatar
    v-xiaotang
    Community Support
    3 years ago

    Hi Anonymous 

    Thanks for reaching out to us.

    please try this measure

    Cumulative Total by year = SUMX(FILTER(ALL('Table'),year('Table'[date])=YEAR(MIN('Table'[date])) && 'Table'[date]<= MIN('Table'[date])),[value])

     

     

    Best Regards,

    Community Support Team _Tang

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