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Snagalapur
Helper IV
Helper IV

Cumulative phasing

Hi All,

 

Kindly suggest how to modify below measure to show cumulative values ie.. P01 = P01, P02 = P01 +P02, P03 = P01 +P02+P03

 

Budget PNL =

VAR LC=

CALCULATE(SUM(FACT_DATA[AMOUNT]), FILTER(FACT_DATA, [CURRENCY_ID]=186 && FACT_DATA [SCENARIO_ID]=2 && year(FACT_DATA [PERIOD_DATE])=[ControlPeriod Current Year]))

 

VAR USD=

CALCULATE(SUM(FACT_DATA[AMOUNT]), FILTER(FACT_DATA, [CURRENCY_ID]=184 && FACT_DATA [SCENARIO_ID]=2&& year(FACT_DATA[PERIOD_DATE])=[ControlPeriod Current Year]))

 

RETURN

IF(SELECTEDVALUE(_Currency[Currency])="Local",LC,

IF(SELECTEDVALUE(_Currency[Currency])="USD Operational",USD))

 

ControlPeriod Current Year = YEAR(ALL(DIM_CONTROL_PERIOD[CURRENT_PERIOD]))

 

my model looks like: 

Snagalapur_0-1771341526540.png

Snagalapur_7-1771342253790.png

 

Snagalapur_4-1771341716244.png

Snagalapur_5-1771342008455.png

 

 

 

Snagalapur_3-1771341625847.png

Snagalapur_6-1771342179113.png

 

 

 

1 ACCEPTED SOLUTION

no problem. I did try below code block to modyfy my formulas and this works 

Cumulative Sales = 
VAR MaxDate = MAX('DateTable'[Date])
RETURN
CALCULATE(
    SUM('Sales'[Amount]),
    FILTER(
        ALLSELECTED('DateTable'),
        'DateTable'[Date] <= MaxDate
    )
)

Snagalapur_0-1771412664663.png

 

 

View solution in original post

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

Is there a month/year associated with the period that you have shown in the column area of the matrix?  Share some data to work with and explain the calculations logic in simple language.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thnak you for taking time, I did modify content to provide more details.

sorry but still cannot understand.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

no problem. I did try below code block to modyfy my formulas and this works 

Cumulative Sales = 
VAR MaxDate = MAX('DateTable'[Date])
RETURN
CALCULATE(
    SUM('Sales'[Amount]),
    FILTER(
        ALLSELECTED('DateTable'),
        'DateTable'[Date] <= MaxDate
    )
)

Snagalapur_0-1771412664663.png

 

 

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