Get commulative total last year until December only

[JazZ0003]

I want to get the commulative total of last year's data until december 31 only, regardless of the current month/year I selected in the charts.

Below is the formula I used to get the commulative total up to selected date.

 CALCULATE([Nominal Accounts],   FILTER(ALLSELECTED(Dates[Date]), Dates[Date] <= MAX(Dates[Date])))

[v-xuding-msft]

Hi  @JazZ0003 ,

Please try this:

lastyear = CALCULATE(SUM(financials3[Sales]),DATEADD(financials3[Date],-1,YEAR))

Running total = CALCULATE([lastyear],FILTER(ALL(financials3),financials3[Date] <= MAX(financials3[Date])))

 

https://docs.microsoft.com/en-us/power-bi/create-reports/service-reports-visual-interactions#enable-...

[JazZ0003]

thank you @v-xuding-msft

But most of your solutions focused on previous year only. I need to compute the running total since from the beggining of data, not only previous year.

This is what I want to acheive, running total from all the data from all prevous year upto last year december.

This would be the outcome.

https://drive.google.com/file/d/1ka6IgcOauj1dNck3M9rawsHewF-kHxIJ/view 

[amitchandak]

@JazZ0003 , something like this with date table

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

This year
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[harshnathani]

Hi @JazZ0003 ,

Try this measure

Sales YTD = CALCULATE( [Nominal Accounts], DATESYTD( 'Date'[Date] ) )

https://www.sqlbi.com/articles/computing-running-totals-in-dax/

Regards,

Harsh Nathani

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