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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.

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])

1 ACCEPTED SOLUTION
Community Support

Hi @FilipHanus ,

I create a table as you mentioned.

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.

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.

4 REPLIES 4
Community Support

Hi @FilipHanus ,

I create a table as you mentioned.

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.

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.

Resolver I

Hi,

try creating YTD measure. eg.

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

let me know if you need more details.

Helper I

Hi,

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

Resolver I

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.