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HitcH's avatar
HitcH
Helper II
1 year ago
Solved

Cumulative turnover

Hello everyone

I know that this topic has been discussed many times but I couldn't solve it.

This is my database:

 

I want to see cumulative turnover for current month - current year.

I tried in many ways:

 

Cumulative Turnover1 = 
CALCULATE(
    SUM(Sheet1[Turnover]),
    FILTER(
        ALL('Sheet1'),
        DAY(Sheet1[Cal.date]) <= DAY(TODAY()) && MONTH(Sheet1[Cal.date]) = MONTH(TODAY()) && YEAR(Sheet1[Cal.date]) = YEAR(today())
))
Cumulative Turnover2 = 
TOTALMTD(
SUM(Sheet1[Turnover]),'Controlling BI'[Calendar day.Calendar day Level 01],MONTH('Controlling BI'[Calendar day.Calendar day Level 01])=MONTH(TODAY()))
Cumulative Turnover3 = CALCULATE(SUM(Sheet1[Turnover]), DATESBETWEEN(Sheet1[Cal.date],DATE(YEAR(TODAY()),MONTH(TODAY()),1),DATE(YEAR(TODAY()),MONTH(TODAY()),DAY(TODAY()))))

 

 

First one is calculating the value correctly but it is showing it on every day, second one is not cumulating anything, third one is only considering turnover day by day, not cumulated:

Does anybody knows how to solve this? My CEO expect this from me 😞

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  • MNedix's avatar
    MNedix
    1 year ago

    Heya,

     

    Could you please try this:

    Cumulative Turnover (forum) = 
CALCULATE(
SUM(Table[Turnover]),FILTER(ALLSELECTED(Table),Table[Date]<=MAX(Table[Date])))

     

    If this solved your problem then please mark it as the solution so others can see it.

     

    Best,

6 Replies

  • MNedix's avatar
    MNedix
    Solution Sage
    1 year ago

    Heya,

     

    Could you please try this:

    Cumulative Turnover (forum) = 
CALCULATE(
SUM(Table[Turnover]),FILTER(ALLSELECTED(Table),Table[Date]<=MAX(Table[Date])))

     

    If this solved your problem then please mark it as the solution so others can see it.

     

    Best,

    • HitcH's avatar
      HitcH
      Helper II
      1 year ago

      Hi MNedix 

      I think that the formula is ok but the date is not:

      For some reason PBI is considering June 2023 > of today.

      Still, the dates are formatted as date:

       

      • MNedix's avatar
        MNedix
        Solution Sage
        1 year ago

        I don't really understand the problem. I expanded the dates and turnover values and the formula works just fine (see attached file). Either you have something else in your data or you'll probably need to rephrase the issue.

         

        If this solved your problem then please mark it as the solution so others can see it.

         

        Best,

         

        ---

        PS: please keep in mind that I did not use a Date table, I simply worked with unique values