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Hi,
I found a way to create calculate column for cumulative total for every account but I need to filter it for only the last 12 month -
How can I add filter on date to check only the last 12 months for every line?
Many thanks!,
Nir
Solved! Go to Solution.
@nirrobi
Hope you have a column named Date, if not rename the column name:
Cumulative MRR just for test =
CALCULATE(
SUM( FactAccount[MRRgroup] ) ,
ALLEXCEPT( FactAccount , FactAccount[AccountId] ) ,
FactAccount[Index] <= EARLIER( FactAccount[Index] ),
FILTER( FactAccount,
FactAccount[Date] >= EDATE(EARLIER(FactAccount[Date]),-12) &&
FactAccount[Date] <= EARLIER(FactAccount[Date]) )
)________________________
If my answer was helpful, please consider Accept it as the solution to help the other members find it
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Hi,
Share the raw data, explain the business context and show the expected result.
@nirrobi
Hope you have a column named Date, if not rename the column name:
Cumulative MRR just for test =
CALCULATE(
SUM( FactAccount[MRRgroup] ) ,
ALLEXCEPT( FactAccount , FactAccount[AccountId] ) ,
FactAccount[Index] <= EARLIER( FactAccount[Index] ),
FILTER( FactAccount,
FactAccount[Date] >= EDATE(EARLIER(FactAccount[Date]),-12) &&
FactAccount[Date] <= EARLIER(FactAccount[Date]) )
)________________________
If my answer was helpful, please consider Accept it as the solution to help the other members find it
Click on the Thumbs-Up icon if you like this reply 🙂
⭕ Subscribe and learn Power BI from these videos
⚪ Website ⚪ LinkedIn ⚪ PBI User Group
hi,
it seems that the dax function work
but
it's looks like it super uneffiecient - as samll table - 10 K rows - take few minutes to calcualte
many thanks for your help!
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