Problems with accumulated values

[miikasa]

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.

[Anonymous · Accepted solution]

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.

[Ashish_Mathur]

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.

[Greg_Deckler]

@miikasa Yes. 

Better Running Total - Microsoft Fabric Community

Better Year to Date Total - Microsoft Fabric Community