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

Level up your Power BI skills this month - build one visual each week and tell better stories with data! Get started

Reply
AlanP514
Post Patron
Post Patron

Dynamic Cumulative Value

Hai All Need your help on this

I want to create Dynamic Cumulative totals Meaning  from 2015 to the Current year I want to add  Target value 
For eg CY Is 2022 so i want to add cumulative from 2015 to 2022 
If CY Is next year means i want to add up to 2023 ,
 So Target of 2015 to CY cumulative values please help me on this dax

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @AlanP514 ,

Please refer to  @amitchandak 's formula and modify it.

Create a measure.

Measure =
CALCULATE (
    SUM ( 'table'[sales] ),
    FILTER (
        ALL ( 'table' ),
        YEAR ( MAX ( 'table'[date] ) ) >= 2015
            && YEAR ( MAX ( 'table'[date] ) ) <= YEAR ( TODAY () )
    )
)

Or a column.

column =
CALCULATE (
    SUM ( 'table'[sales] ),
    FILTER (
        'table',
        YEAR ( 'table'[date] ) >= 2015
            && YEAR ( 'table'[date] ) <= YEAR ( TODAY () )
    )
)

 

If I have misunderstood your meaning, please provide your pbix file without privacy information and your desired output.

 

Best Regards
Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @AlanP514 ,

Please refer to  @amitchandak 's formula and modify it.

Create a measure.

Measure =
CALCULATE (
    SUM ( 'table'[sales] ),
    FILTER (
        ALL ( 'table' ),
        YEAR ( MAX ( 'table'[date] ) ) >= 2015
            && YEAR ( MAX ( 'table'[date] ) ) <= YEAR ( TODAY () )
    )
)

Or a column.

column =
CALCULATE (
    SUM ( 'table'[sales] ),
    FILTER (
        'table',
        YEAR ( 'table'[date] ) >= 2015
            && YEAR ( 'table'[date] ) <= YEAR ( TODAY () )
    )
)

 

If I have misunderstood your meaning, please provide your pbix file without privacy information and your desired output.

 

Best Regards
Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

amitchandak
Super User
Super User

@AlanP514 , If you have date

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])

&& year(date[date] ) <= year(today())  && year(date[date] ) >= 2015 ))

 

if you have a year , if you do not have a year table, use your table(prefer a separate year table)

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(year ),year[year ] <=max(year [year ])

&& year [year ]  <= year(today())  && year [year ]>= 2015 ))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
April Power BI Update Carousel

Power BI Monthly Update - April 2026

Check out the April 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.