how to calculate this?

[JamesBowdidge]

Hi,

I have a bank of data that represents an amount of revenue, the date the appointment was booked, and the date of the appointment.

I am trying to calculate the daily accumulative amount of revenue collected.. 

IE

on the 5th December I only want to sum the following..

rev with an appointment date in december & a booked date of <5th December

In addition this must effectiviely reset on the first of each month so on the 1st January the sum would be..

rev with an appointment date in January & a booked date of <1st January

I can create a table/measure that will add up ALL the historic rev but making it reset on the 1st of each month is proving challenging for us.. 

the data looks like this.. 

Note, that the data in this table is covering a 4 year time period.

[v-xiaotang]

Hi @JamesBowdidge 

Thanks for reaching out to us.

I just want to confirm if you resolved this issue? If yes, you can accept the answer helpful as the solution or share you method and accept it as solution, thanks for your contribution to improve Power BI.

If you need more help, please let me know.

Best Regards,

Community Support Team _Tang

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

[ThomasWeppler]

Hi James

Have you tried to add a new colum in the table
called Month = format(table[appointment Date], "mmm") and just use this as your x-axis?
If this works your next question will be how to sorth the month chronological instead of alphabetical.

You just add a new colum called
Sort month = month(Table[appointment Date]) and use the sort after function.