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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?
Hi @njd763,
Are you looking at something like below ? if yes, then you can use this measure :
Thanks,
Deevaker
+91-9711975011
deevaker@hotmail.com
https://www.linkedin.com/in/deevakerg/
Hi @njd763
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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Hi @njd763,
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
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