Forum Discussion
Cumulative Totals
Hi,
Assuming Date and Margin are columns already present in your source data table, perform the following steps:
- Create a Calendar Table
- Build a relationship (Many to One and Single) from the Date column of your Data Table to the Date column of your Calendar Table
- To your Table/Matrix visual, drag Date from the Calendar Table
- Write these measures:
Total = sum(Data[Margin])
MTD Total = calculate([Total],datesmtd(calendar[date]))
Hope this helps.
Hi Ashish, I decided to group by date in power query as that was effectively what I was doing on the table visual in power BI. I was then able to use your method for cumulative totals on the daily target. Many thanks for your assistance with this, really appreciated
Hi,
Assuming Date and Margin are columns already present in your source data table, perform the following steps:
- Create a Calendar Table
- Build a relationship (Many to One and Single) from the Date column of your Data Table to the Date column of your Calendar Table
- To your Table/Matrix visual, drag Date from the Calendar Table
- Write these measures:
Total = sum(Data[Margin])
MTD Total = calculate([Total],datesmtd(calendar[date]))
Hope this helps.
Hi Ashish, do you know if I could I use a similar approach for a 'daily cumulative total' as shown below? Happy to post this as a new topic if thats better?
Saying 'maximum' might be misleading here. The target value will be repeated for each date. So for example, all rows for 01/02/2022 will be 100.
Also the daily cumulative total would need to reset each month as shown.
Hi,
Share the link from where i can download your PBI file.
Hi Ashish, I decided to group by date in power query as that was effectively what I was doing on the table visual in power BI. I was then able to use your method for cumulative totals on the daily target. Many thanks for your assistance with this, really appreciated
You are welcome.