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AlejandroPCar's avatar
AlejandroPCar
Icon for Helper IV rankHelper IV
6 years ago
Solved

Cumulative total in fixed period

Hi guys    I need some help here. I want to calculate a cumulative sum but between a fixed period of 12 months. Like the following example, I made.        The idea is, for example, I want...
  • v-gizhi-msft's avatar
    6 years ago

    Hi,

     

    According to your description, i create a sample to test:

    Please follow these steps:

    1)Create a slicer table:

    Slicer Table = DISTINCT(SELECTCOLUMNS('Table',"Month",'Table'[Date].[Month],"MonthNo",'Table'[Date].[MonthNo]))

    2)Try this measure:

    Measure = 
    IF (
        MAX ( 'Table'[Month] ) = SELECTEDVALUE ( 'Slicer Table'[Month] ),
        MAX ( 'Table'[Monthly Value] ),
        CALCULATE (
            SUM ( 'Table'[Monthly Value] ),
            FILTER (
                ALLSELECTED ( 'Table' ),
                'Table'[Date] <= MAX ( 'Table'[Date] )
                    && 'Table'[Date]
                        >= IF (
                            MIN ( 'Table'[MonthNo] ) < MIN ( 'Slicer Table'[MonthNo] ),
                            DATE ( YEAR ( MIN ( 'Table'[Date] ) ) - 1, MIN ( 'Slicer Table'[MonthNo] ), 1 ),
                            DATE ( YEAR ( MIN ( 'Table'[Date] ) ), MIN ( 'Slicer Table'[MonthNo] ), 1 )
                        )
            )
        )
    )

    3)Create a check measure:

    check = 
    IF (
        MAX ( 'Table'[Date] )
            < DATE ( MINX ( ALLSELECTED ( 'Table' ), 'Table'[Date].[Year] ), CALCULATE (
                MAX ( 'Slicer Table'[MonthNo] ),
                FILTER (
                    'Slicer Table',
                    'Slicer Table'[Month] = SELECTEDVALUE ( 'Slicer Table'[Month] )
                )
            ), 1 ),
        0,
        1
    )

    4)Choose above [Measure] and [Year],[Month],[Monthly Value] as a table visual.

       Apply the above [check] to this visual by setting [check]=1.

       Choose [Month] from slicer table as a slicer.

       When select one month in slicer, the result shows:

    Here is my test pbix file:

    pbix 

    Hope this helps.

     

    Best Regards,

    Giotto Zhi