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Helper II
Helper II

Cumulative total by Date and Category Measure not working

Hi All,

I am trying to write a measure to calcuate cumulative totals by date and category.  I'm not sure what I am missing. the top graphic shows visualization for Amount Total which behaves correctly.  However when I try to show cumulative totals by subcategory its not correct.  Thanks for any tips on the measure thanks.


Amount Total = 

sum('Sales Data'[Amount])


Cumulative Total =
Calculate([Amount Total],
Filter(ALLSELECTED('Sales Data'),
'Sales Data'[Close Date]<=MAX('Sales Data'[Close Date])





Community Support
Community Support

Hi @bo_wang5 ,


You are using [Close Date] in your formula, you will need to put it into Rows field.

If it doesn't work, please share some sample data so that we could test the formulas.


Best Regards,


Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.
Community Champion
Community Champion

Hi @bo_wang5 


Can you try use something like:


Measure = CALCULATE ( [Amount Total] , DATESYTD ( 'Date'[Date] )


Given that the Business Units and the Months are already categorised in the Matrix Table, you shouldn't have any issues using the above measure (unless you don't have a Date table?).


If you don't have a Date table, you can use the following:


Measure = TOTALYTD ( [Amount Total] , 'Sales Data'[Close Date] )


Hope this helps 🙂


If I have posted a response that resolves your question, please accept it as a solution to formally close the post.

Also, if you are as passionate about Power BI, DAX and data as I am, please feel free to reach out if you have any questions, queries, or if you simply want to connect and talk to another data geek!

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