Forum Discussion

user83's avatar
user83
Helper II
6 years ago
Solved

cumulative total

hello, 

 

I have to compare the total cumulative measures of two years; normal year starting  January and a year of work that starts in May, how to calculate them in this case

 

thank you for your answers and your help

 

Cheers 

  • Hi user83 ,

    I have create a samle table like this to try to meet your requirement if I got it correctly:

    1. Create a calculate column to extract the year of date:

    Year = YEAR('Table'[Date])

    2. Create the following measures to calculate each year total which are divided into normal month and work month(>=5):

    Normal Total of 2019 =
    CALCULATE ( SUM ( 'Table'[total] ), FORMAT ( 'Table'[Year], "" ) = "2019" )
    Normal Total of 2020 =
    CALCULATE ( SUM ( 'Table'[total] ), FORMAT ( 'Table'[Year], "" ) = "2020" )
    Work Total of 2019 =
    CALCULATE (
        SUMX ( FILTER ( 'Table', 'Table'[Date].[MonthNo] >= 5 ), [total] ),
        FORMAT ( 'Table'[Year], "" ) = "2019"
    )
    Work Total of 2020 =
    CALCULATE (
        SUMX ( FILTER ( 'Table', 'Table'[Date].[MonthNo] >= 5 ), [total] ),
        FORMAT ( 'Table'[Year], "" ) = "2020"
    )

    The final result is like this:

    Here is my samle file that hopes to help you, please try it: cumulative total.pbix 

     

    Best Regards,
    Yingjie Li

    If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • v-yingjl's avatar
    v-yingjl
    Community Support

    Hi user83 ,

    I have create a samle table like this to try to meet your requirement if I got it correctly:

    1. Create a calculate column to extract the year of date:

    Year = YEAR('Table'[Date])

    2. Create the following measures to calculate each year total which are divided into normal month and work month(>=5):

    Normal Total of 2019 =
    CALCULATE ( SUM ( 'Table'[total] ), FORMAT ( 'Table'[Year], "" ) = "2019" )
    Normal Total of 2020 =
    CALCULATE ( SUM ( 'Table'[total] ), FORMAT ( 'Table'[Year], "" ) = "2020" )
    Work Total of 2019 =
    CALCULATE (
        SUMX ( FILTER ( 'Table', 'Table'[Date].[MonthNo] >= 5 ), [total] ),
        FORMAT ( 'Table'[Year], "" ) = "2019"
    )
    Work Total of 2020 =
    CALCULATE (
        SUMX ( FILTER ( 'Table', 'Table'[Date].[MonthNo] >= 5 ), [total] ),
        FORMAT ( 'Table'[Year], "" ) = "2020"
    )

    The final result is like this:

    Here is my samle file that hopes to help you, please try it: cumulative total.pbix 

     

    Best Regards,
    Yingjie Li

    If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

  • The information you have provided is not making the problem clear to me. Can you please explain with an example.

    Appreciate your Kudos.