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Anonymous
Not applicable

Custom Month Ordering and Earlier to find cumulative total

Hi

Can someone please help with my problem

 

Im trying to find the cumulative running total for each month, i.e. Cumulative for sept is 100 then oct as 240...

I know how to do the cumulative with Earlier - which is 

 

Running Total for Revenue = CALCULATE(sum( Table ( Revenue) ),ALL('Table'),'[Month]<=EARLIER([Month]))
 
However, my problem is how to tell power bi that my month should start in sept?? cus my financial year runs from Sept to Aug. so we will just need the sept value as it is , then add on from oct
 

The data is as follows:

 

MonthRevenueCumulative
Sept100 
Oct140 
Nov100 
Dec200 
Jan200 
Feb232 
Mar231 
April123 
May123 
June543 
July211 
Aug432 
1 ACCEPTED SOLUTION
jthomson
Solution Sage
Solution Sage

Try adding something, either a calculated column or a separate table you can relate to your current data, that assigns the value 1 to Sept, 2 to Oct etc, which you can then order by and utilise in your formula

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

If you have a dedicated date table and it is marked as such, you can use the builtin time-intelligence:

 

 TOTALYTD Measure Here=
/*-------------------------------------------------------------------------
            'Simple calculation when do not need further complex filtering'
            'Use the Date/Calendar Table and Date Key'
            'Be sure that the Date Table is set as a date table'
--------------------------------------------------------------------------*/
 TOTALYTD ( [Measure Here] , Date[DateKey] ',Optional Fiscal Year End')

 

jthomson
Solution Sage
Solution Sage

Try adding something, either a calculated column or a separate table you can relate to your current data, that assigns the value 1 to Sept, 2 to Oct etc, which you can then order by and utilise in your formula

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