Restart running total in DAX BASED ON MEASURE

[jatin_]

Hi Team,

I used below formula to retrieve the cumulative total of last 9 months of a mesure.

"Cumulative 9 months =

Var N1=SUMMARIZE(FILTER(ALL('Date'),[Month Year]<=MAX('Date'[Month Year])),'Date'[Month Year],"Sum",'Measures Table'[Monthly Value])

Var N2=TOPN(9,N1,[Month Year],DESC)

return

IF([last 4 months]=0,0 ,SUMX(N2,[Sum]))"

The formula was shared by @v-zhangti  in my previous post

The formula seems to be working fine however I would  like the running total of 9 months to reset at 2022-01 as it hits 0 and then only cumulate afterwards upto 9 Months and not from the begining of the data. 

Your inputs are appreciated. Thanks 

[v-yiruan-msft]

Hi @jatin_ ,

You can refer the following blog to achieve it.

Power Query method:

Accumulative, conditional accumulative in Power Query

DAX method:

Cumulative Sum column. Resets if row value = 0

Cumulative sum that resets every year

Best Regards

[jatin_]

Hi @v-yiruan-msft , Thanks for sharing your solution. I tried following the DAX approach as it fits more to my problem however despite getting all the variant correctly(can be seen in pic below), the sum isnt reflecting what is expected. In April 2022, it should have cumulated value from Feb 22 to April 22.

  Is there anything I'm missing 

Conditional **bleep** =

VAR _currentValue = [LAST 4 MONTHS]

VAR _currentmonth = MAX('Date'[Month Year])

VAR _sum = SUMX(FILTER('Date', 'Date'[Month Year]<= _currentmonth), [Monthly Value])

VAR _last0Month = CALCULATE(MAX('Date'[Month Year]), FILTER('Date', 'Date'[Month Year] <= _currentmonth && _currentValue = 0))

RETURN IF(_currentValue = 0, 0,

SUMX(FILTER('Date','Date'[Month Year]>= _last0Month && 'Date'[Month Year]<=  _currentmonth),[Monthly Value]))

[lbendlin]

That seems not very productive.  You would have the full cumulative only for four month of the year?  What's the benefit of doing it this way?

[jatin_]

Hi @lbendlin , Appreciate your response, in my scenario the score needs to cumulate for 9 months irrespective of the calendar year. However it also needs to reset to 0 once there's 0 score in consecutive 4 Months(including current Month) which happened in month of January 2022.