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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Cumulative sum that resets every year

Hi,  I guess my question is simple, I want a cummlative sum that resets every year. I went through almost all the threads here and tried the formulas with no luck. Here is a sample of my data. The f...
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  • v-xuding-msft's avatar
    v-xuding-msft
    6 years ago

    Hi Anonymous ,

    I create a sample. Please have a try to check if it is what you want.

    • Create a year column
    Year = YEAR('Table'[Date])
    •  Create a measure
    Measure =
CALCULATE (
    SUM ( 'Table'[Approved] ),
    FILTER (
        ALL ( 'Table' ),
        'Table'[Date] <= MAX ( 'Table'[Date] )
            && 'Table'[Year] = MAX ( 'Table'[Year] )
    )
)

v-xuding-msft's avatar
v-xuding-msft
Icon for Community Support rankCommunity Support
6 years ago

Hi Anonymous ,

I create a sample. Please have a try to check if it is what you want.

  • Create a year column
Year = YEAR('Table'[Date])
  •  Create a measure
Measure =
CALCULATE (
    SUM ( 'Table'[Approved] ),
    FILTER (
        ALL ( 'Table' ),
        'Table'[Date] <= MAX ( 'Table'[Date] )
            && 'Table'[Year] = MAX ( 'Table'[Year] )
    )
)

Anonymous's avatar
Anonymous
Not applicable
6 years ago

v-xuding-msft 

 

Thank you, this solution was the simplest and it fit my case. I am amazed with how poeple are helpful here

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    6 years ago

    Anonymous , Looking at marked solution. You seems to have marked the message to wrong person 😀

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      amitchandak  You are right 😛 and I want to take the chane to thank you also for your response