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FilipHanus
Helper I
Helper I

How to make a sum that shows the total values for a given month

Hello, 

 

I have a problem. I'm trying to show how sales are accruing after months. But I can't get the sum of the previous months. I always get to the value of the given month.

Let me give you an example. In 2022_06 I see the value for 2022_06, but I want to see the value for all previous months including 2022_06.

Please advise how to do this.

 I am filtering Rok ("Year") = 2024 and on the X-axis have Rok Měsíc UZ OPP 

I ma using measure. 

Total Tržby SF = SUM('Platební milník'[Očekávané tržby total])

FilipHanus_0-1718792201357.png

 

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

Hi @FilipHanus ,

I create a table as you mentioned.

vyilongmsft_0-1719197086565.png

and please click on the down arrow  on the calls from the columns, ( in my example, sum og qty ) and  select sum.

it could be set to dont summarize. 

check this for all 3 columns. 

vyilongmsft_1-1719197166879.png

 

 

 

Best Regards

Yilong Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
v-yilong-msft
Community Support
Community Support

Hi @FilipHanus ,

I create a table as you mentioned.

vyilongmsft_0-1719197086565.png

and please click on the down arrow  on the calls from the columns, ( in my example, sum og qty ) and  select sum.

it could be set to dont summarize. 

check this for all 3 columns. 

vyilongmsft_1-1719197166879.png

 

 

 

Best Regards

Yilong Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Ankur04
Resolver I
Resolver I

Hi,

 

try creating YTD measure. eg. 

TotalSales_YTD = TotalYTD([Total Tržby SF],Date[Date])

 

let me know if you need more details.

Hi, 

 

It doenst work, Year is at table date but valu "Rok Měsíc UZ OPP" is in the another table. 

Hi,

 

yes that is how it should be. There is your fact table where you have 

Total Tržby SF = SUM('Platební milník'[Očekávané tržby total]) and

another Date dimenstion table which must be having one to many relationship with Fact table on column key.

 

you can share the snap of your modeling tab.

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