Cumulative totals running simultaneously on a monthly chart

[samc_26]

Hi all,

I've got three tables which all have daily dates with a value against them, I've also got a date table which has Month, Year, Month/Year etc. I've created three measures for these three tables to cumulatively sum the totals monthly which works fine when I use the below code but this doesn't allow my charts to look the way I want.

Cumulative sum of 24-25 =
CALCULATE(SUM('Historic_records 2024/25'[Sales 24/25]),
FILTER(ALL(Date_today), Date_today[Date]<=MAX(Date_today[Date])))

This is a basic representation of what I need the figures to do:

I've managed to produce this which shows the correct totals by changing the column references to Month instead of Date as shown in the formula below but it's sorting and adding the data by months alphabetically for the cumulative calculation which is no use to me. I need the data to run in month order (UK April to March which I have in my date table). 

Cumulative sum of 24-25 v2 =

CALCULATE(

    SUM('Historic_records 2024/25'[Sales 24/25]),

    FILTER(

     ALL(Date_today), Date_today[Month/year]

     <=MAX(Date_today[Month/year])))

Can anyone advise how I tweak this so it works as I need and I can then plot all the values on a line graph please? Thank you for reading!

[bhanu_gautam · Accepted solution]

@samc_26 , Try using Fiscal month

DAX
Cumulative sum of 24-25 v3 =
CALCULATE(
SUM('Historic_records 2024/25'[Sales 24/25]),
FILTER(
ALL(Date_today),
Date_today[FiscalMonthNumber] <= MAX(Date_today[FiscalMonthNumber])
&& Date_today[Year] = MAX(Date_today[Year])
)
)

[samc_26]

That was a lot more simple than I thought it was going to be 😁 Thank you very much, I should have tried that just didn't think!