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Syndicate_Admin's avatar
Syndicate_Admin
Administrator
3 years ago
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Cumulative sum

Hello, I've been having a problem I tell you.

I have this table that is a forecast, so I would like to have a measure that adds the accumulated month by month of the quantity column but stops the sum in the previous month closed (that is, if today is May 5, I add until April 30 and so May 15 I continue adding until April 30 and just when it is June, I join until May 31), I do not know if it is possible.


Thank you

  • Hi Syndicate_Admin ,

     

    Based on your description, I have created a simple sample:

    Please try:

    Cumulative sum = 
    var _a = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[Date]<=EOMONTH(MAX('Table'[Date]),0)))
    var _b = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[Date]<=EOMONTH(MAX('Table'[Date]),-1)))
    return IF(MONTH(MAX('Table'[Date]))=MONTH(TODAY()),_b,_a)

    Final output:

    Best Regards,

    Jianbo Li

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

1 Reply

  • Hi Syndicate_Admin ,

     

    Based on your description, I have created a simple sample:

    Please try:

    Cumulative sum = 
    var _a = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[Date]<=EOMONTH(MAX('Table'[Date]),0)))
    var _b = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[Date]<=EOMONTH(MAX('Table'[Date]),-1)))
    return IF(MONTH(MAX('Table'[Date]))=MONTH(TODAY()),_b,_a)

    Final output:

    Best Regards,

    Jianbo Li

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.