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JoaoMS's avatar
JoaoMS
Icon for Helper III rankHelper III
6 years ago
Solved

Cumulative chart with empty data in some months

Hi all, I have the following visualizations regarding cumulative Purchase Orders:

Due to there are no data for June in 2020, I need that the cumulative of June should be completed with the cumulative of the previous month. I'm using the following measure for "2020":

 

2020 = if(isblank([Monto YTD]),blank(),CALCULATE([Monto YTD] , DATESYTD(Calendario[Date])))

 

whrere:

* Monto YTD = SUM(PurchaseOrder[MontoUSD])

* Calendario = Calendar Table

 

Thanks in advance.

Joao

  • JoaoMS , Try like

    2020 = if(isblank([Monto YTD]) && max(Calendario[Date]) >today(),blank() ,CALCULATE([Monto YTD] , DATESYTD(Calendario[Date])))

9 Replies

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

    JoaoMS - Sorry, what is the question? 

     

    Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

    Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

    The most important parts are:
    1. Sample data as text, use the table tool in the editing bar
    2. Expected output from sample data
    3. Explanation in words of how to get from 1. to 2.

  • JoaoMS , then why are using isblank, remove that and try

    2020 = CALCULATE([Monto YTD] , DATESYTD(Calendario[Date]))

    This will give data in June

    • JoaoMS's avatar
      JoaoMS
      Icon for Helper III rankHelper III
      Hi, thank you for the quick response. Indeed, it works for June, but now, the following months (september to december) have the cumulative of August, and I want those months to be "blank". Is there a way to consider those months empty? Regards, Joao
      • amitchandak's avatar
        amitchandak
        Icon for Super User rankSuper User

        for that put a filter like this and try

        My data example

        YTD QTY forced=
        var _max = today()
        return
        calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
        //calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),filter('Date','Date'[Date]<=_max))

         

        or

         

        YTD QTY forced=
        var _max = maxx('order',[Order date])
        return
        calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
        //calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),filter('Date','Date'[Date]<=_max))

         

        Commented is alternate option

        Ideally, we should relative/advance filter , less than today

  • Power bi rolled over per month with blank months

    Good afternoon

    Please, could you help me, I have companies with data up to the month of October ( 10) , when segment in month 10 , only Development appears. How do I make culture appear with its last accumulated of June (6)