Cumulative sum that resets every financial year

[shantanugupta]

Our financial year start from July to June. I want a cummlative sum that resets every financial year. I went through almost all the threads here and tried the formulas with no luck. Here is my DAX code:

Measure =

CALCULATE (

SUM ( v_Usage[Used] ),

FILTER (

ALL ( v_Usage ),

v_Usage[UsageDate] <= MAX ( v_Usage[UsageDate] )

&& v_Usage[Year] = MAX ( v_Usage[Year] )

)

)

[v-yiruan-msft · Accepted solution]

Hi @shantanugupta ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want.

1. Create a calculated column as below to get the financial year

Financial Year = 
IF (
    MONTH ( 'v_Usage'[UsageDate] ) >= 7,
    YEAR ( 'v_Usage'[UsageDate] ) & "-"
        & YEAR ( 'v_Usage'[UsageDate] ) + 1,
    YEAR ( 'v_Usage'[UsageDate] ) - 1 & "-"
        & YEAR ( 'v_Usage'[UsageDate] )
)

2. Create a measure as below to get the culmulative values by financial year

Measure = 
CALCULATE (
    SUM ( v_Usage[Used] ),
    FILTER (
        ALLSELECTED ( v_Usage ),
        v_Usage[UsageDate] <= MAX ( v_Usage[UsageDate] )
            && v_Usage[Financial Year] = SELECTEDVALUE ( v_Usage[Financial Year] )
    )
)

Best Regards

[amitchandak]

@shantanugupta ,with help from a date table and time intelligence

YTD Sales = CALCULATE(SUM ( v_Usage[Used] ),DATESYTD('Date'[Date],"6/30"))

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https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
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