How to create a cumulative sum of a measure that reset every year

[HectorMSC]

Hello!

I need assistance to create a cumulative sum of a measure.

My table is called "Dashboard" and the measure is called "BudDep".

Thats the way I want it, but I'm unable to do it correctly.

Thanks in advance.

[Syndicate_Admin]

You should have a date or calendar table to relate your main table to.

You create the relationship between the 2 tables.

You create the measure as indicated by the other colleagues:

BudYTD = TOTALYTD([BudDep],calendar[Date])

BudYTD = calculate([BudDep],datesytd(Calendar[Date]))

where calendar[Date] corresponds to your date table and column

[Ashish_Mathur]

Hi,

Ensure that Year and Month name have been dragged from the Calendar Table.  Write this measure

Budget YTD = calculate([BudDep],datesytd(Calendar[Date],"31/12"))

Hope this helps.

[littlemojopuppy]

Someone got this!  🤣

[HectorMSC]

Hello! Thanks for the answer, unfortunately is not working. 

I'm going to upload the pbix file, maybe that can help.

[Ashish_Mathur · Accepted solution]

Hi,

You hadn't followed a single suggestion from my previous post.  The solution is in the attached file.  The SUMIF() measures that you have written are the culprits for the poor performance of the file.

Hope this helps.

[littlemojopuppy]

Wow.  People say I have no people skills...  🙄

[HectorMSC]

Thanks for the help Ashish, thanks to your file now I know how to correctly do relationship with dates. When I tried before, I did this:

And I noticed there was something wrong with the original column.

I didn't know this was the correct way to do the relationships.
Only date = INT(Dashboard[Date])

This is working now, thanks so much.

[Ashish_Mathur]

You are welcome.

[Ahmedx]

pls try this

cumulative sum =

TOTALYTD([BudDep],'calendar'[Date])

[HectorMSC]

Hello Ahmedx thanks for the answer.

This is what that formula got:

[Ahmedx]

Share sample pbix file to help you.

[HectorMSC]

Hello Ahmedx, I can't upload pbix files here but attached is a wetransfer url.
https://we.tl/t-bL0RevyRIM

I have created the Calendar table as @Syndicate_Admin mentioned, but I think I don't know how to correctly do the relationship on dates.

Just as reference, SUMIF Measure is the sum of sales of the same month for 2021 and 2022.
SUMIF Measure2 is the total sales of 2021 and 2022.
SUMIF Weight is a factor that must sum 1 for all the months of a year.
SUMIF BudgetYearly2 is the annual sales budget.
Weight * BudgetYearly2 is the monthly budget, BudDep.
And what I need is the cumulative sum of BudDep.

Thanks again for the help!