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Gwhiz's avatar
Gwhiz
Icon for Helper I rankHelper I
7 years ago
Solved

Need help modifying dax formula for cumulative sumx

I am having trouble getting this formula to reset every month as it doesn't go to 0 but when I have it reset each year it works fine:   Business cumulative = SUMX( FILTER( ALLSELECTED(...
Need Help
  • Ashish_Mathur's avatar
    Ashish_Mathur
    7 years ago

    Hi,

    You may download my solution PBI file from here.

    Hope this helps.

Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
7 years ago

Hi,

Share the link from where i can download your PBI file.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    7 years ago

    Hi,

    You may download my solution PBI file from here.

    Hope this helps.

    • Gwhiz's avatar
      Gwhiz
      Icon for Helper I rankHelper I
      7 years ago

      Ashish_Mathur 

      One question though, can you not use date hierarchies in this scenario or was this just your preference? would the date order table be necessary in a bigger dataset/real scenario?

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Icon for Super User rankSuper User
        7 years ago

        Hi,

        I never prefer to use Date hierarchies.  With a seperate Calendar Table, one can easily use Date and Time Intelligence functions.  Yes, the Date order table would be necessary.

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Thanks! Your solution actually helps me resolve a related challenge I had. I was trying to get a cumulative sum based on a measure and your DATEBETWEEN formula combined with SUMX basically resolved it.