Forum Discussion

miikasa's avatar
miikasa
Frequent Visitor
2 years ago
Solved

Problems with accumulated values

Hi guys,

 

I'm trying to calculate the accumulated values of the SalesIndex measure starting on February.

Here is what I have vs what I need:

 

What I have:

 

What I need:

 

And these are the measures:

SalesIndex = 

DIVIDE(

[SalesAmount], 
[AverageCurrentMonthPreviousMonth],

0

)

 

TotalSalesIndex =
    SUMX('Database',
    [SalesIndex])

 

 

AcumullatedSalesIndex =
CALCULATE(
    [TotalSalesIndex],
    'Calendar'[Date] <= MAX('Calendar'[Date]),
    YEAR('Calendar'[Date]) = YEAR(MAX('Calendar'[Date])) 
)
 
When I compare the AcumullatedSalesIndex, it is not accumulating the values of SalesIndex measure per month. Do you guys have any ideas on how to solve it?

Thank you very much.


Need Help
Show and Tell
Tutorial Requests
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi miikasa ,

     

    I created some data:

     

     

    Here are the steps you can follow：

     

    1.Create calculated column.

    Index = 
MINX(
    FILTER(ALL('Table 2'),
    'Table 2'[Month]=EARLIER('Table'[Month])),[Month_Number])

     

    2.Create measure.

    Measure = 
SUMX(
    FILTER(ALL('Table'),
    'Table'[Index]<=MAX('Table'[Index])),[SalesIndex])

     

    3.Result:

    If your Current Period does not refer to this, please clarify in a follow-up reply.

     

    Best Regards,

    Clara Gong

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

     

3 Replies

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    2 years ago

    Hi,

    What do you mean by "starting on Feb"?

    Assuming in a slicer, you hve selected a Year (dragged from the Calendar table) and the months are also dragged from the Calendar Table, write this measure

    RT = calculate([salesindex],datesytd(calendar[date],"31/12"))

    If this does not work, then share the download link of the PBI file.  Clearly show the problem there.

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi miikasa ,

     

    I created some data:

     

     

    Here are the steps you can follow：

     

    1.Create calculated column.

    Index = 
MINX(
    FILTER(ALL('Table 2'),
    'Table 2'[Month]=EARLIER('Table'[Month])),[Month_Number])

     

    2.Create measure.

    Measure = 
SUMX(
    FILTER(ALL('Table'),
    'Table'[Index]<=MAX('Table'[Index])),[SalesIndex])

     

    3.Result:

    If your Current Period does not refer to this, please clarify in a follow-up reply.

     

    Best Regards,

    Clara Gong

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