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Anonymous
Not applicable

How to get monthly cumulative sum by payment status

hi, I have a following table:

 

invoice id | invoice particular   | invoice amount | invoice status | invoice date

 

i want a line graph that shows accumulated by invoice status 'Payment collected' by month on the x-axis.

 

like for jan its 100, for feb it becomes 200 and stops... as the status updates then it counts.

 

please help.

1 ACCEPTED SOLUTION
v-easonf-msft
Community Support
Community Support

Hi, @Anonymous 

Could you please tell me whether your problem has been solved?

If yes, please accept the helpful answer as solution to close this thread.

You can also try formula  as below:

Measure1 =
CALCULATE (
    SUM ( 'Table'[invoice amount ] ),
    FILTER (
        ALLEXCEPT ( 'Table', 'Table'[ invoice status ] ),
        'Table'[invoice date] <= MAX ( 'Table'[invoice date] )
    )
)

 

Best Regards,
Community Support Team _ Eason

View solution in original post

2 REPLIES 2
v-easonf-msft
Community Support
Community Support

Hi, @Anonymous 

Could you please tell me whether your problem has been solved?

If yes, please accept the helpful answer as solution to close this thread.

You can also try formula  as below:

Measure1 =
CALCULATE (
    SUM ( 'Table'[invoice amount ] ),
    FILTER (
        ALLEXCEPT ( 'Table', 'Table'[ invoice status ] ),
        'Table'[invoice date] <= MAX ( 'Table'[invoice date] )
    )
)

 

Best Regards,
Community Support Team _ Eason

amitchandak
Super User
Super User

@Anonymous , Try a measure

calculate(sum(Table[Invoice Amount]), filter(allselected(Table]), [invoice date] <=max(Table[invoice date])))

 

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