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azj5001
New Member

Cumulative matrix (Value same for all rows giving me total)

I'm trying to figure out how to do a commulative total in a matrix. My goal is to have June = May+June; July =May+June+July etc.  I found some solutions online but I've hit a brick wall. I'm trying to get a commulative total by brand by month, but I'm getting the same result for each row. I've searches around and tried a few things for the past couple of hours, but can't seem to pin point what I'm doing wrong. I've read articles, posts, etc but can't seem to figure this one out. I'm guessing it has to do with Dates? First time posting, hopefully this is enough information to either point me in the right direction or solve my issue.  - Alex

 

Ending Inv = CALCULATE(
    SUM('Planning Model (POs - SO& NRP)'[POs (units]),
    FILTER(
            ALL('Planning Model (POs - SO& NRP)'),
            'Planning Model (POs - SO& NRP)'[Month] <= MAX('Planning Model (POs - SO& NRP)'[Month])
    )
    )

Here are the results:

Capture.PNG

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@azj5001 As a best practice, add date dimension in your model and use it for and time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools.

https://perytus.com/2020/05/22/create-a-basic-date-table-in-your-data-model-for-time-intelligence-ca...

 

Once you have date dimension, you can replace your measure as below

 

Ending Inv = CALCULATE(
    SUM('Planning Model (POs - SO& NRP)'[POs (units]),
    FILTER(
            ALL(DateTable[Date]),
            DateTable[Date] <= MAX(DateTable[Date])
    )
    )

 

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

View solution in original post

2 REPLIES 2
parry2k
Super User
Super User

@azj5001 As a best practice, add date dimension in your model and use it for and time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools.

https://perytus.com/2020/05/22/create-a-basic-date-table-in-your-data-model-for-time-intelligence-ca...

 

Once you have date dimension, you can replace your measure as below

 

Ending Inv = CALCULATE(
    SUM('Planning Model (POs - SO& NRP)'[POs (units]),
    FILTER(
            ALL(DateTable[Date]),
            DateTable[Date] <= MAX(DateTable[Date])
    )
    )

 

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Thank you! This solved my issue. 

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