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

Be one of the first to start using Fabric Databases. View on-demand sessions with database experts and the Microsoft product team to learn just how easy it is to get started. Watch now

Reply
dev85
Frequent Visitor

Cumulative sum by period and other column

Hi all!

 

I´m need to create a table with a column that calculates the cumulative sum based on period and country. Right now I have this:

dev85_0-1682692977067.png

using this measure for the cumulative:

cummulative cost = 
CALCULATE(SUM('tablename'[new cost savings]),
FILTER(ALL('tablename'),
'tablename'[finishdate] <= MAX('tablename'[finishdate])
))

Without any more data in the table all good, but when I add the country column the values just repeats, like this:

dev85_1-1682693279692.png

Is there a way to calculate the cumulative by the period (month) and if I display the country to add each country cost? Just to clarify, I don't need to calculalte the cumulative sum by country (grouping) just that if I display the countries then to add each country value in a cumulative way.

 

Thanks in advance for any help!

1 REPLY 1
amitchandak
Super User
Super User

@dev85 , You can join the date of your table with a date of date table and try a formula like, use date/period from date table in visual

 

cummulative cost =
CALCULATE(SUM('tablename'[new cost savings]),
FILTER(ALL('Date'),
'Date'[Date] <= MAX('Date'[Date])
))

 

Example Date table

= Addcolumns(calendar(date(2020,01,01), date(2021,12,31) ), "Month no" , month([date])
, "Year", year([date])
, "Month Year", format([date],"mmm-yyyy")
, "Month year sort", year([date])*100 + month([date])
, "Qtr Year", format([date],"yyyy-\QQ")
, "Qtr", quarter([date])
, "Month",FORMAT([Date],"mmmm")
, "Month sort", month([DAte])
, "FY Year", if( Month(_max) <7 , year(_max)-1 ,year(_max))
, "Is Today" ,if([Date]=TODAY(),"Today",[Date]&"")
,"Day of Year" , datediff(date(year([DAte]),1,1), [Date], day)+1
, "Month Type", Switch( True(),
eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
eomonth([Date],0)= eomonth(Today(),0),"This Month" ,
Format([Date],"MMM-YYYY") )
,"Year Type" , Switch( True(),
year([Date])= year(Today()),"This Year" ,
year([Date])= year(Today())-1,"Last Year" ,
Format([Date],"YYYY")
)
)

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

 

You can also consider window function

Continue to explore Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc

 

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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!

Dec Fabric Community Survey

We want your feedback!

Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions.

ArunFabCon

Microsoft Fabric Community Conference 2025

Arun Ulag shares exciting details about the Microsoft Fabric Conference 2025, which will be held in Las Vegas, NV.

December 2024

A Year in Review - December 2024

Find out what content was popular in the Fabric community during 2024.