Cumulative Totals

Hi,

Assuming Date and Margin are columns already present in your source data table, perform the following steps:

1. Create a Calendar Table
2. Build a relationship (Many to One and Single) from the Date column of your Data Table to the Date column of your Calendar Table
3. To your Table/Matrix visual, drag Date from the Calendar Table
4. 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