Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Microsoft is giving away 50,000 FREE Microsoft Certification exam vouchers. Get Fabric certified for FREE! Learn more

Reply
charlie_torres
Frequent Visitor

Cumulative count by category and date

Hi Everyone, I have been scrolling for a few days, but I must turn it in here as I need a solution to match my search. I have a few columns I unpivoted to obtain a single column of the different categories I wanted to report. These categories are milestones that will be achieved throughout dated periods. I want to create a cumulative count by category that groups the counts of those milestones by category occurring in the same month. The picture reflects the source data from which I want to achieve this.

🔺[Milestones Label]: Column I want to report separately 

🔹[Milestones Forecast]: Real date of occurrence

💚[Milestones Int]: all milestones are formatted to the 1st of each month. Thought to be needed for monthly cumulative count. 

💜[Milestones_Month_Year]: The column use as table headers to report the cumulative count by category

◼️[Milestones Count Live Building Schedules]: Cumulative counts values

 

charlie_torres_0-1674729168800.png

 

Here is the excel table with the milestones cumulative count by date I am trying to achieve in powerbi:

 

charlie_torres_1-1674729263618.png

 

Here the formula among others I have tried so far with no success

 

Milestones Count Live Building Schedules = CALCULATE(COUNTA('140 Milestones Draft'[Milestone Label]), FILTER('140 Milestones Draft','140 Milestones Draft'[Milestone_Month_Year]<=EARLIER('140 Milestones Draft'[Milestone_Month_Year])&&'140 Milestones Draft'[Milestone_Int]<=EARLIER('140 Milestones Draft'[Milestone_Int])))

 

@PBICommunity 

 

Thank you so much in advance!

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@charlie_torres , Try to use window function

Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc

 

You can also use date table and measure like

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all('Date'),'Date'[date] <=max('Date'[date])))

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))

 

Running Total/ Cumulative: https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=41

 

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

3 REPLIES 3
charlie_torres
Frequent Visitor

Your suggestion was the right solution. I just realized there were missing dates, which is why the figures didn't match on the first try. It is all sorted now. Thank you so much @amitchandak .

charlie_torres
Frequent Visitor

Hi @amitchandak

This was of great help. I checked both videos, and following this guidance, I am the closest I have ever been to achieving this. However, the examples here mainly focus on adding cumulative sales values. In my case, I am looking to add a cumulative by-date of milestones by category, meaning that I need to add labels sharing the exact date. Therefore the count increments by date but differs among labels. So far, I have come out with this formula: 

 

Rolling 12 = CALCULATE(COUNT('140 Milestones Draft'[Milestone Label]), WINDOW(0, ABS, 0, REL, ALLSELECTED( '140 Milestones Draft'[Milestone Label], '140 Milestones Draft'[Milestone_Int]), ORDERBY('140 Milestones Draft'[Milestone_Int])))

 

Result:

charlie_torres_0-1674814986237.png

 

Not quite there yet.

 

amitchandak
Super User
Super User

@charlie_torres , Try to use window function

Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc

 

You can also use date table and measure like

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all('Date'),'Date'[date] <=max('Date'[date])))

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))

 

Running Total/ Cumulative: https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=41

 

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
PBIApril_Carousel

Power BI Monthly Update - April 2025

Check out the April 2025 Power BI update to learn about new features.

Notebook Gallery Carousel1

NEW! Community Notebooks Gallery

Explore and share Fabric Notebooks to boost Power BI insights in the new community notebooks gallery.

April2025 Carousel

Fabric Community Update - April 2025

Find out what's new and trending in the Fabric community.

Top Solution Authors