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akhassim
New Member

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I need to calculate a cumulative total.

How do I do this

akhassim_0-1696581689495.png

 

2 REPLIES 2
ChiragGarg2512
Solution Sage
Solution Sage

@akhassim , If the requirement is to continue addition even when the year ends, so the dax will work some thing like this

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))

 

Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALL('date'[date]),ORDERBY('Date'[date],ASC)))

 

If the sum has to reset every year, the dax will work something like this:

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

Thank You.

some_bih
Community Champion
Community Champion

Hi @akhassim please create measure as below Cumulative test.

If you do not have already Calendar / Date table, create one using link as instruction below

 

Cumulative test =
VAR __max_date = MAX ( 'Date'[Date] ) -- your Date table
RETURN
CALCULATE (
SUM(Cost Actual)],
'Date'[Date] <= __max_date,
ALL ( Date )
)

 

Create Calendar Table Microsoft Learn

https://learn.microsoft.com/en-us/power-bi/guidance/model-date-tables

 

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