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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 ))

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