Cumulative sales

Hi Jon789 ,

You can create YTD calculation using standard dax time intelligence functions, and one of them is TotalYTD as shown below:

In order to take advantage of the time intelligence functions, you need to create a separate calendar table and create a relationship between your fact table and the calendar dimension table as show below:

I attach an example pbix file.  

Hi Jon789,

Please check this formula for a YTD total:

CALCULATE(
    SUM([Sales column]),

    WINDOW(

        1, ABS,

        0, REL,

        ORDER BY(
            [Year], ASC,

            [Month], ASC

        ),

        PARTITION BY([Year])
    )

)

For more details and examples please see this video: https://youtu.be/bxSWQNSQ8rQ?si=nsynUJ7erjFdXAXt&t=2058