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

Don't miss out! 2025 Microsoft Fabric Community Conference, March 31 - April 2, Las Vegas, Nevada. Use code MSCUST for a $150 discount. Prices go up February 11th. Register now.

Reply
damomac85
Frequent Visitor

Cumulative formula issue

I have a budget , an actuals and a date table which i am using to show a monthly Cumulative line chart for monthly budget vs actual data.

 

i have added the the follwing measure for a budget Cumulative value which works great as i have a value for each month :-

 

Cumulative Budget =
CALCULATE(SUM('ExcelBudget'[Budget]), Filter(ALL('Date'), 'Date'[Month] <= MAX('ExcelBudget'[Month])))

 

I have the same formula for the actuals cummulative value :- 

 

Cumulative Net =
CALCULATE(SUM('tbFactProspectWon'[NetPrice]), Filter(ALL('Date'), 'Date'[Month] <= MAX('tbFactProspectWon'[DatePaidMonth])))

 

the problem i am having is that if there are no actual values for a given month, no results are showing :-

 

Month         Budget                Budget Cumulative              Actual             Actual Cumulative 

1                  1000                    1000                                     2000                2000

2                  1000                    2000                                     1500                3500

3                  1000                    3000                                                             

4                  1000                    4000                                     1500                5000

5                  1000                    5000                                     1000                6000

6                  1000                    6000                                     1000                7000

7                  1000                    7000                                     1000                8000

 

 

 how can i force the records to show as follows :-

 

Month         Budget                Budget Cumulative              Actual             Actual Cumulative 

1                  1000                    1000                                     2000                2000

2                  1000                    2000                                     1500                3500

3                  1000                    3000                                                             3500

4                  1000                    4000                                     1500                5000

5                  1000                    5000                                     1000                6000

6                  1000                    6000                                     1000                7000

7                  1000                    7000                                     1000                8000

1 ACCEPTED SOLUTION
v-haibl-msft
Microsoft Employee
Microsoft Employee

@damomac85

 

Please try with following measure formula.

 

Cumulative Net = 
CALCULATE (
    SUM ( 'tbFactProspectWon'[NetPrice] ),
    FILTER ( ALL ( 'Date' ), 'Date'[Month] <= MAX ( 'Date'[Month] ) )
)

Cumulative formula issue_1.jpg

 

Best Regards,

Herbert

View solution in original post

2 REPLIES 2
v-haibl-msft
Microsoft Employee
Microsoft Employee

@damomac85

 

Please try with following measure formula.

 

Cumulative Net = 
CALCULATE (
    SUM ( 'tbFactProspectWon'[NetPrice] ),
    FILTER ( ALL ( 'Date' ), 'Date'[Month] <= MAX ( 'Date'[Month] ) )
)

Cumulative formula issue_1.jpg

 

Best Regards,

Herbert

great thanks @v-haibl-msft

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Prices go up Feb. 11th.

Feb2025 Sticker Challenge

Join our Community Sticker Challenge 2025

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

Jan25PBI_Carousel

Power BI Monthly Update - January 2025

Check out the January 2025 Power BI update to learn about new features in Reporting, Modeling, and Data Connectivity.

Jan NL Carousel

Fabric Community Update - January 2025

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