How to calculate Accumulated value per month

[Anonymous]

Hello Everyone!!

I am trying to obtain the accumulated sales in a chart. I used this formula as a measure:

Accumulated Sales = CALCULATE (SUM(orders[value]),FILTER (ALL ( 'Calendar' ),'Calendar'[Date] <= MAX ( 'Calendar'[Date])))

So with that, when I use a date FILTER, for example, april, 2021. It won't start the accumulated sales first line as the total sales of april 1st, it will get the accumulated from all the previous days and months, like this:

As you can see, the column sales represents total sales from each day of april, but the accumulated sales gets all the data since 2017.

I will be very grateful if someone could help me!

Thank you very much in advance!

[Jihwan_Kim · Accepted solution]

Hi, @Anonymous 

Please try the below.

Instead of using ALL in your measure, replace it with ALLSELECT.

Accumulated Sales =
CALCULATE (
SUM ( orders[value] ),
FILTER ( ALLSELECT ( 'Calendar' ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) )
)

Hi, My name is Jihwan Kim.

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[Ashish_Mathur]

Hi,

Try this measure

=calculate(SUM(orders[value]),datesmtd(calendar[date]))

Hope this helps.

[ChrisMendoza]

@Anonymous - Take a look at https://www.daxpatterns.com/cumulative-total/ specifically Measure in the Sales table. With my sample data I got:

Measure 2 = 
VAR LastVisibleDate = MAX(TableName[Date])
VAR DatesToSum =
    FILTER(
        ALLSELECTED(TableName[Date]),
    TableName[Date] <= LastVisibleDate
    )
VAR Result =
    CALCULATE(
        SUM(TableName[Sales]),
        DatesToSum
    )
RETURN
    Result