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

Get certified in Microsoft Fabric—for free! For a limited time, get a free DP-600 exam voucher to use by the end of 2024. Register now

Reply
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

Helpful resources

Announcements
November Carousel

Fabric Community Update - November 2024

Find out what's new and trending in the Fabric Community.

Live Sessions with Fabric DB

Be one of the first to start using Fabric Databases

Starting December 3, join live sessions with database experts and the Fabric product team to learn just how easy it is to get started.

Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Early Bird pricing ends December 9th.

Nov PBI Update Carousel

Power BI Monthly Update - November 2024

Check out the November 2024 Power BI update to learn about new features.