How do I calculate Cumulative Total for Prior Year?

[Anonymous]

I have cumulative total for current year working fine with

Cumulative Sales - CY = calculate ( sum(Transactions[RevenueAmountGBP]),filter(ALLSELECTED(Transactions),Transactions[PostingDate] <= max (Transactions[PostingDate])))

I also have a Sales for Prior Year

Sales - Prior Year = CALCULATE(SUM(Transactions[RevenueAmountGBP]), SAMEPERIODLASTYEAR('Date'[Date]))

But can't figure out how to get the corresponding amount using apply the date filter to the same period last year?

Any help would be greatly appreciated.

[v-eachen-msft]

Hi @Anonymous ,

You could refer to the following measures:

Cumulative Sales - CY =
CALCULATE (
    SUM ( 'Transactions'[RevenueAmountGBP] ),
    FILTER ( ALLSELECTED ( 'Date' ), 'Date'[Date] <= MAX ( 'Date'[Date] ) )
)

Cumulative Sales - LY =
CALCULATE ( [Cumulative Sales - CY], SAMEPERIODLASTYEAR ( 'Date'[Date] ) )

[Anonymous]

Thank you for your reply it’s very much appreciated.

I followed your steps and the Cumulative CY is working properly but the PY is only reporting the montly totals not the cumulative. Have I missed a step somewhere?

I set my CY as:

Cumulative Sales CY = calculate ( sum ( Transactions[RevenueAmountGBP] ), filter ( allselected ( 'date' ), 'Date'[Date] <= max ('Date'[Date])))

And my PY as:

Cumulative Sales PY = calculate ( [Cumulative Sales CY] , SAMEPERIODLASTYEAR('Date'[Date]))

Thanks so much

[v-eachen-msft]

Hi @Anonymous ,

Could you please share your sample data here if you don't have any Confidential Information? Please upload your files to OneDrive for Business and share the link here.

[amitchandak]

@Anonymous , Refer these

Cumulative example

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

till last year

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,max(dateadd(date[date]),-1,year))))

not sure if you are looking for ytd

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

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-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

[EktaSoni_R]

Hello, 
I have tried to calculated only previous year cumulative sales, But unable to achive, i tried the formula which is given above but i am unable to get the output. Below dax is giving me till todays month data , i want restrict only for the laste year. 

LastYearAccumulativeRevenue =
CALCULATE(
SUM([amount]),
YEAR('Date'[Date]) = YEAR(TODAY())-1,
'Date'[Date]<= MAX('Date'[Date])
)