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oscarII's avatar
oscarII
New Member
10 years ago
Solved

cumulative for certain period

We are creating a measure to cumulate Sales figures, so we can see cumulated sales for the last month/year etc, or any filtered period. The table we are summing contains a line for each invoice line ...
  • Greg_Deckler's avatar
    Greg_Deckler
    10 years ago

    oscarII - OK played with this a bit, tested some things out and fixed a column format issue on my end. Here is what I came up with that I believe will get you what you want:

     

    Cumulative 2 = CALCULATE (
    SUM ( 'Invoice lines'[Sales] ),
    FILTER (
        ALLSELECTED(BI-Dates),
        'BI-Dates'[Date] <= MAX ( 'BI-Dates'[Date] )
    )
)

    The ALLSELECTED restricts the table returned to only the time range selected. I was able to put BI-Dates[Date] and Cumulative 2 in a table and watch the running total add up each day. I also used a [Month] column from BI-Dates and was able to get different (correct) cumulative totals for January versus February.

     

Willborn's avatar
Willborn
Icon for Advocate III rankAdvocate III
10 years ago

Hi Arun

 

I struggle with the same issue. The expression <= TODAY() is somehow not working.

 

Did you solved this already? If yes - how?

 

Regards Patrick

ChristianH's avatar
ChristianH
Frequent Visitor
9 years ago

Hi,

 

I ran in to the same problem and fixed it with a simple IF-statement, which sets the measure to zero if the MAX of date is higher than TODAY():

Cumulative no of leads = IF(max(Dates[Dates])>today(),0,CALCULATE(COUNTA('lead'[fullname]),Filter(ALLSELECTED(Dates),Dates[Date]<=max(Dates[Date])


Regards,
Christian