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Bedlo_82's avatar
Bedlo_82
Regular Visitor
1 year ago
Solved

Cumulative values & Diagram view

Hello,

I have the following problem:

I have created a chart with cumulative values and the line chart should only go up to the current week and not continue with the values from April to December.

Can anyone help me?
Thank you!

  • Hi Bedlo_82 

    You can calculate the max date with value and create a condition to return the cumulative value only when it is <= the max date

    Cumulative Value = 
    VAR _MaxDate =
        CALCULATE (
            LASTNONBLANK ( 'Table'[Date], [Sum of Value] ),
            REMOVEFILTERS ( 'Table' )
        )
    RETURN
        IF (
            MAX ( 'Table'[Date] ) <= _MaxDate,
            CALCULATE (
                [Sum of Value],
                FILTER ( ALL ( 'Table'[Date] ), 'Table'[Date] <= MAX ( 'Table'[Date] ) )
            )
        )
    

    Please see the attached sample pbix.

  • Hi Bedlo_82, if you're new to PowerBI, you might start by using visual calculations. Read more about it here - Using visual calculations in Power BI Desktop - Power BI | Microsoft Learn

     

    In the example below I use runningsum() fucntion to get a cummulative value. Then I use IF statement to show the result only when Date at a row level is smaller than the one in variable _MaxDate. You can change the value in this variable. When working with visual calucaltion we'll need to add a field based on which you calculate (i.e., Sales), but the if you don't want to show it, you can hide it.


    Attached you'll find a pbix file for to learn and explore this apporach.

    Good luck! 🙂

  • Hi Bedlo_82 ,
    It sounds like you're working with a cumulative line chart and want the line to display data only up to the current week, without projecting or extending the line through the rest of the year (April to December). To achieve this, you’ll need to ensure that your dataset only includes data up to the current week, or that future values (from April onward) are either removed or set to null so that the chart doesn't plot them.

     

    Most charting tools or BI platforms (like Power BI, Tableau, Excel, etc.) recognize null or blank values and will stop the line at the last available data point. If you're using a date field to plot the X-axis, make sure it’s filtered dynamically to show only data up to the current date or week.

14 Replies

  • Hi Bedlo_82 

    Can you please provide some samples?

    Or you can try this below concept


    VAR CurrentWeek = WEEKNUM(TODAY())      --- Store CurrentWeek
    RETURN
    CALCULATE(
    [Measure(or your values)],
    FILTER(
    ALL(Table),
    Table[WeekNumber] <= CurrentWeek       --- In your table should have WeekNumber
    )
    )


    If this answers your questions, Kindly accept it as a solution.



    • Bedlo_82's avatar
      Bedlo_82
      Regular Visitor

      I have attached a simple example.

      It shows the current situation.

      I would like:
      The diagram should stop at “the red mark” and not go with the values from April to December.

      Thank you!

       

  • Hi Bedlo_82 ,

    Please try using:-

     
    Cumulative Sales =
    VAR CurrentWeek = WEEKNUM(TODAY())
    RETURN
    CALCULATE(
    SUM(Sales[SalesAmount]),
    FILTER(
    ALLSELECTED(Sales[Date]),
    Sales[WeekNumber] <= CurrentWeek
    )
    )


    • This ensures that data is only accumulated up to the current week.

    2. Use this measure in your line chart

    • Replace your existing cumulative measure with this new one.

     

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    • Bedlo_82's avatar
      Bedlo_82
      Regular Visitor

      Unfortunately, I am a beginner in Power BI.

      I have now entered the formula like this:

       

      VAR CurrentWeek = WEEKNUM(TODAY(25.03.2025))

       

      Now it won't let me continue

      • mdaatifraza5556's avatar
        mdaatifraza5556
        Icon for Super User rankSuper User

        HI Bedlo_82 

        inside the TODAY don't enter the date 

        Keep it only like this 
        VAR CurrentWeek = WEEKNUM(TODAY())


        Today()         -- It will fetch the todays date automatically no need of entering date inside it.

  • Hi Bedlo_82 

    You can calculate the max date with value and create a condition to return the cumulative value only when it is <= the max date

    Cumulative Value = 
    VAR _MaxDate =
        CALCULATE (
            LASTNONBLANK ( 'Table'[Date], [Sum of Value] ),
            REMOVEFILTERS ( 'Table' )
        )
    RETURN
        IF (
            MAX ( 'Table'[Date] ) <= _MaxDate,
            CALCULATE (
                [Sum of Value],
                FILTER ( ALL ( 'Table'[Date] ), 'Table'[Date] <= MAX ( 'Table'[Date] ) )
            )
        )
    

    Please see the attached sample pbix.

  • Hi Bedlo_82, if you're new to PowerBI, you might start by using visual calculations. Read more about it here - Using visual calculations in Power BI Desktop - Power BI | Microsoft Learn

     

    In the example below I use runningsum() fucntion to get a cummulative value. Then I use IF statement to show the result only when Date at a row level is smaller than the one in variable _MaxDate. You can change the value in this variable. When working with visual calucaltion we'll need to add a field based on which you calculate (i.e., Sales), but the if you don't want to show it, you can hide it.


    Attached you'll find a pbix file for to learn and explore this apporach.

    Good luck! 🙂

  • Hi Bedlo_82 ,
    It sounds like you're working with a cumulative line chart and want the line to display data only up to the current week, without projecting or extending the line through the rest of the year (April to December). To achieve this, you’ll need to ensure that your dataset only includes data up to the current week, or that future values (from April onward) are either removed or set to null so that the chart doesn't plot them.

     

    Most charting tools or BI platforms (like Power BI, Tableau, Excel, etc.) recognize null or blank values and will stop the line at the last available data point. If you're using a date field to plot the X-axis, make sure it’s filtered dynamically to show only data up to the current date or week.