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dave_dingle's avatar
dave_dingle
Frequent Visitor
5 years ago
Solved

Cumulative revenue issue

Hi, require some assistance around cumulative totals.  I'm a relative noob to Power BI but hopefully I've provided enough info.   The issue stems from the fact that our year start is April.  I've c...
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  • v-kelly-msft's avatar
    v-kelly-msft
    5 years ago

    Hi  dave_dingle ,

     

    First create a calendar table as below:

    calendar table = ADDCOLUMNS(CALENDAR("2020-1-1","2021-12-31"),"Month",FORMAT(''[Date],"MMM"))

    Then create a relationship between the two tables :

    And  a measure as below:

    Measure = TOTALYTD(SUM('Table'[Revenue]),'calendar table'[Date],ALL('calendar table'),"3/31")

    And you will see:

    For the related .pbix file,pls see attached.

     

     

     

    Best Regards,
    Kelly

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dave_dingle's avatar
dave_dingle
Frequent Visitor
5 years ago

v-kelly-msft 

Thank you so much for this, I can't tell you how much time I've spent investigating this issue.  I just needed your measure and used in conjunction with my existing calendar table and everything just worked.  Really appreciate you taking the time out to assist.

 

Dave

v-kelly-msft's avatar
v-kelly-msft
Icon for Community Support rankCommunity Support
5 years ago

Hi  dave_dingle,

 

Glad to help.

 

Best Regards,
Kelly

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