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cumulative suite through time

Hi everybody,

Underneath I have a suite of quantities each month, I mean => 4,3,2,1 etc.. .

I would like to get the cumulative suite of theses quantities, I mean => 4, 7, 9, 10 etc..

How can I do that?

Thank you for your help.

 

PatrickByGecko_0-1765902361175.png

 

2 ACCEPTED SOLUTIONS
Jihwan_Kim
Super User
Super User

Hi,

One of ways to achieve this is to use visual calculation.

I tried to create a sample pbix file like below, and please check the below image and the attached pbix file.

 

Jihwan_Kim_0-1765904667110.png

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

View solution in original post

v-venuppu
Community Support
Community Support

Hi @PatrickByGecko ,

May I ask if you have resolved this issue? Please let us know if you have any further issues, we are happy to help.

Thank you.

View solution in original post

8 REPLIES 8

Hi, thank you to you all for your help, and sorry for this delay of answer but I went a big sick...

v-venuppu
Community Support
Community Support

Hi @PatrickByGecko ,

May I ask if you have resolved this issue? Please let us know if you have any further issues, we are happy to help.

Thank you.

v-venuppu
Community Support
Community Support

Hi @PatrickByGecko ,

Thank you for reaching out to Microsoft Fabric Community.

Thank you @Ashish_Mathur @cengizhanarslan @Zanqueta @Jihwan_Kim @Mauro89 for the prompt response.

I wanted to check if you had the opportunity to review the information provided and resolve the issue..?Please let us know if you need any further assistance.We are happy to help.

Thank you.

Ashish_Mathur
Super User
Super User

Hi,

If you want the accumulation to start from January, then try this measure

Measure = calculate([Total],datesytd(calendar[Date]))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
cengizhanarslan
Super User
Super User

Hi, if you want to have cumulative over time in total try below:

Cumulative Quantity =
VAR CurrentDate =
    MAX ( 'Calendar'[Date] )
RETURN
CALCULATE (
    [Quantity],
    FILTER (
        ALL ( 'Calendar'[Date] ),
        'Calendar'[Date] <= CurrentDate
    )
)

 If you want it to be reset each year then below:

Cumulative Quantity YTD =
TOTALYTD(
    [Quantity],
    'Calendar'[Date]
) 
_________________________________________________________
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Zanqueta
Super User
Super User

Hi @PatrickByGecko 

To achieve a cumulative sequence like 4 → 7 → 9 → 10 from monthly quantities, you do not need TOTALYTD unless you are working with a date hierarchy and want Year-To-Date totals. For a simple cumulative sum across months
 
If your Date table has a proper Date column:
 
CumulativeQty_YTD =
TOTALYTD(
    SUM('YourTable'[Quantity]),
    'Date'[Date]
) 

 

If this response was helpful in any way, I’d gladly accept a 👍much like the joy of seeing a DAX measure work first time without needing another FILTER.

Please mark it as the correct solution. It helps other community members find their way faster (and saves them from another endless loop 🌀.

If this response was helpful in any way, I’d gladly accept a kudo.
Please mark it as the correct solution. It helps other community members find their way faster.
Connect with me on LinkedIn

Jihwan_Kim
Super User
Super User

Hi,

One of ways to achieve this is to use visual calculation.

I tried to create a sample pbix file like below, and please check the below image and the attached pbix file.

 

Jihwan_Kim_0-1765904667110.png

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Mauro89
Super User
Super User

Hi @PatrickByGecko,

 

You can create a cumulative total using a DAX measure. Here's a option you can try out:

Cumulative Quantity = 
CALCULATE(
    SUM('YourTable'[Quantity]),
    FILTER(
        ALLSELECTED('YourTable'[Date]),
        'YourTable'[Date] <= MAX('YourTable'[Date])
    )
)

If you're using a Date table (recommended):

Cumulative Quantity = 
CALCULATE(
    SUM('YourTable'[Quantity]),
    FILTER(
        ALLSELECTED('DateTable'[Date]),
        'DateTable'[Date] <= MAX('DateTable'[Date])
    )
)

 

Best regards!

PS: If you find this post helpful consider leaving kudos or mark it as solution

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