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Etai-Fiedelman
Frequent Visitor

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 🙂

1 ACCEPTED SOLUTION
MFelix
Super User
Super User

Hi @Etai-Fiedelman ,

 

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]
                 ) 

Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português





View solution in original post

3 REPLIES 3
MFelix
Super User
Super User

Hi @Etai-Fiedelman ,

 

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]
                 ) 

Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português





Thanks!

ToddChitt
Super User
Super User

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?




Did I answer your question? If so, mark my post as a solution. Also consider helping someone else in the forums!

Proud to be a Super User!





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