Dax Mesure that calculates monthly total

[thetenz]

Suppose I have the revenu table below:

Business Unit	Date		Budget	Revenue	Cumulative revenue
NA	Jan-23		1000	1500	1500
Asia	Jan		2000	1050	1050
Africa	Jan		3000	2000	2000
Australia	Jan		4000	4050	4050
NA	Feb		1000	5000	6500
Asia	Feb		2000	1250	2300
Africa	Feb		3000	2000	4000
Australia	Feb		4000	3050	7100
NA	March		1000	1050	6050
Asia	March		2000	3040	4290
Africa	March		3000	2500	4500
Australia	March		4000	36000	39050

What Dax mesure should I be using  that will give me monthly revenue total and previous months cumulative. Example: Monthly revenu for January is $10,000 . What measure will automatically that for the current month/previous month. 

Thank You!

[Ashish_Mathur]

Hi,

Ensure that the entries in the Date column are of the Date data type.  Create a Calendaer Table with calculated column formulas for Year, Month name and Month number.  Sort the Month name by the Month number.  Create a relationship (Many to One and Single) from the Date column of the Data Table to the Date coluimn of the calendar Table.  To our matrix visual, drag Year and Month name from the Calendar Table.  Write these measures

Total = sum(Data[Budget])

Total in PM = calculate([Total],previousmonth(Calendar[Date]))

Hope this helps.