Running Total with three years

Hi Anonymous,

Thank you for reaching out to the Microsoft fabric community forum. Thank you Ray_Minds, and rajendraongole1, for your inputs on this issue. After thoroughly reviewing the details you provided, I was able to reproduce the scenario, and it worked on my end. I have used it as sample data on my end and successfully implemented it.

Please try this measures I have tried with some sample data in my end, it worked fine:

Selected Quarter Cumulative Booking Amount:

CumulativeBookingAmount =

VAR SelectedQuarter = SELECTEDVALUE(SalesTable[Fiscal Quarter])

VAR MaxWeek = MAXX(FILTER(SalesTable, SalesTable[Fiscal Quarter] = SelectedQuarter), SalesTable[FiscalWeekNumber])

RETURN

CALCULATE(

    SUM(SalesTable[Booking Amount]),

    SalesTable[Fiscal Quarter] = SelectedQuarter,

    SalesTable[FiscalWeekNumber] <= MaxWeek

)

Previous Year Same Quarter Cumulative Booking Amount:

PY_CumulativeBookingAmount =

VAR SelectedQuarter = SELECTEDVALUE(SalesTable[Fiscal Quarter])

VAR CurrentYear = LEFT(SelectedQuarter, 4) * 1

VAR CurrentQtr = RIGHT(SelectedQuarter, 2)

VAR PrevQuarter = FORMAT(CurrentYear - 1, "0000") & CurrentQtr

RETURN

CALCULATE(

    SUM(SalesTable[Booking Amount]),

    SalesTable[Fiscal Quarter] = PrevQuarter

)

Previous to Previous Year Same Quarter Cumulative Booking Amount:

PPY_CumulativeBookingAmount =

VAR SelectedQuarter = SELECTEDVALUE(SalesTable[Fiscal Quarter])

VAR CurrentYear = LEFT(SelectedQuarter, 4) * 1

VAR CurrentQtr = RIGHT(SelectedQuarter, 2)

VAR PrevPrevQuarter = FORMAT(CurrentYear - 2, "0000") & CurrentQtr

RETURN

CALCULATE(

    SUM(SalesTable[Booking Amount]),

    SalesTable[Fiscal Quarter] = PrevPrevQuarter

)

I am also including .pbix file for your better understanding, please have a look into it:

I hope this could resolve your issue, if you need any further assistance, feel free to reach out. If this post helps, then please give us ‘Kudos’ and consider Accept it as a solution to help the other members find it more quickly.

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