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Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Cumulative charts

Hi everyone,

I am trying to build a monthly report which includes 5 charts. All in one page.

The second page will be a cumulative one which will sum up each chart every month.

For example:  I have 5 purchases in Jan. So the monhly report will be 5 and so will the cumulative one. In february it rose to 7. but the cumlative will be 12. And so on. 

My question is the following.

Is there a way to create a page in which I paste the relevant data each month and it will automatically calculate the cumulative values. So I can present in one report the monthly values and in the send one the aggregated ones?

Thanks 🙂

Need Help
  • MFelix's avatar
    MFelix
    3 years ago

    Hi Anonymous ,

     

    For this you need to create a YTD measure in order to use on the second page, to achieve this you also need a calendar table so that the time intelligence calculation can be used.

     

    For example the metric would be something similar to:

    Sales Cumulative = 
                 TOTALYTD( 
                     SUM(Table[Sales],
                     DateTable[Date]
                 )

3 Replies

  • ToddChitt's avatar
    ToddChitt
    Super User
    3 years ago

    I don't understand what you mean by "I have 5 purchases in Jan. So the monhly report will be 5"

    Is this 5 DETAIL records, each on its own chart?

  • MFelix's avatar
    MFelix
    Super User
    3 years ago

    Hi Anonymous ,

     

    For this you need to create a YTD measure in order to use on the second page, to achieve this you also need a calendar table so that the time intelligence calculation can be used.

     

    For example the metric would be something similar to:

    Sales Cumulative = 
                 TOTALYTD( 
                     SUM(Table[Sales],
                     DateTable[Date]
                 )
    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      Thanks!