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MH3
Helper V
Helper V

Sales Running Total/Cumulative Total

Hi, 

I have a Monthly Sales from July to June  and I want to calculate Cumulative total of Every year and it should refresh on July for every year, but the measure is not working like that:

ScreenShot: As you can see The 2009 July units sold is 57,447 but the cumulative total is 947,931 which is not refreshed.

 Sales RT.png

Measure: 

 

SALES RT = 
VAR MAXDATE = MAX(DimCalender[Date])
VAR RESULT = 
CALCULATE([Units Sold],
DimCalender[Date] <= MAXDATE,
All(DimCalender)
)
RETURN
RESULT

 


Any Help? 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@MH3 ,

You can use that datesytd ?

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"6/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))

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1 REPLY 1
amitchandak
Super User
Super User

@MH3 ,

You can use that datesytd ?

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"6/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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