Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get Fabric Certified for FREE during Fabric Data Days. Don't miss your chance! Request now

Reply
Dora
Helper I
Helper I

Cumulatively values display in a card according to slicer selection in monthly,quarterly and Yearly

 

Hi All,

 

I need to show Cumulative liability according to user selection in Monthly,Quartely and Yearly in a single Card .I Can do it in seperatly as follows.

Capture1.PNG

Formula used:-

 

Monthly Total Liability= VAR CurrentYr =SELECTEDVALUE(GL_LEDGER_ACCESS[FINANCIAL_YEAR])
VAR CurrentFiscalMonth = SELECTEDVALUE(GL_LEDGER_ACCESS[index 2])

RETURN
CALCULATE([Liability This Month],FILTER(ALL(GL_LEDGER_ACCESS),
GL_LEDGER_ACCESS[FINANCIAL_YEAR]=CurrentYr && GL_LEDGER_ACCESS[index 2] <= CurrentFiscalMonth))

 

Quartely TotalLI =
VAR CurrentYr =SELECTEDVALUE(GL_LEDGER_ACCESS[FINANCIAL_YEAR])
VAR CurQtr =SELECTEDVALUE(GL_LEDGER_ACCESS[Qtr No])
RETURN
CALCULATE([Liability This Month],FILTER(ALL(GL_LEDGER_ACCESS),GL_LEDGER_ACCESS[FINANCIAL_YEAR]=CurrentYr&& GL_LEDGER_ACCESS[Qtr No]<=CurQtr))

 

 

Data table

Capture2.PNG

 

Please give me solution to show cumulatively Total according to filter selection in a single card.

Thanks in advance,

Best Regards,

Dora

 

 

 

1 ACCEPTED SOLUTION
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @Dora,

 

You need to create an extra table ('SlicerTable') with a single column( [Item] ) which lists all available selections: Monthly,Quartely and Yearly. Later, you should add this column into slicer.

 

Then, add below measure into card visual:

Cumulative liability =
IF (
    SELECTEDVALUE ( SlicerTable[Item] ) = "Monthly",
    [Monthly Total Liability],
    IF (
        SELECTEDVALUE ( SlicerTable[Item] ) = "Quartely",
        [Quartely TotalLI],
        [Yearly TotalLI]
    )
)

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @Dora,

 

You need to create an extra table ('SlicerTable') with a single column( [Item] ) which lists all available selections: Monthly,Quartely and Yearly. Later, you should add this column into slicer.

 

Then, add below measure into card visual:

Cumulative liability =
IF (
    SELECTEDVALUE ( SlicerTable[Item] ) = "Monthly",
    [Monthly Total Liability],
    IF (
        SELECTEDVALUE ( SlicerTable[Item] ) = "Quartely",
        [Quartely TotalLI],
        [Yearly TotalLI]
    )
)

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank You So much,

Best Regards,

Dora.

Helpful resources

Announcements
November Power BI Update Carousel

Power BI Monthly Update - November 2025

Check out the November 2025 Power BI update to learn about new features.

Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Solution Authors