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

Get Fabric Certified for FREE during AI Skills Fest. This week only. Secure your voucher now.

Reply
nirrobi
Helper V
Helper V

DAX calculate column cumulative total for the last 12 month

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

 

 

Cumulative MRR just for test =
CALCULATE(
   SUM( FactAccount[MRRgroup] ) ,
   ALLEXCEPT( FactAccount , FactAccount[AccountId] ) ,
  FactAccount[Index] <= EARLIER( FactAccount[Index] )
)
1 ACCEPTED SOLUTION
Fowmy
Super User
Super User

@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 🙂

YouTube  LinkedIn

Did I answer your question? Mark my post as a solution! and hit thumbs up


Subscribe and learn Power BI from these videos

Website LinkedIn PBI User Group

View solution in original post

3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

Share the raw data, explain the business context and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Fowmy
Super User
Super User

@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 🙂

YouTube  LinkedIn

Did I answer your question? Mark my post as a solution! and hit thumbs up


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!

Helpful resources

Announcements
May Power BI Update Carousel

Power BI Monthly Update - May 2026

Check out the May 2026 Power BI update to learn about new features.

Fabric SQL PBI Data Days

Data Days 2026 coming soon!

Sign up to receive a private message when registration opens and key events begin.

New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.