Cumulative YTD total

[Anonymous]

Hello – I am new to power BI/Query and am trying to create my first dashboard. I have a simple set of data with 4 columns – date, customer, actual amount, and planned amount.  I also create a date table.  In terms of dates, my sample is only pulled on a monthly basis so the dates in my original data set would be 1/1/19, 2/1/19, 3/1/19, etc.  I am trying to build a cumulative YTD total for the actual amount, but the formula keeps returning the monthly value instead of the cumulative value (see orange line below).  For example, if January had an amount of 100 and February was 150, then my cumulative totals should show 100 for Jan and 250 for Feb.  Instead I see 100 in Jan and 150 in Feb.

Does anyone know how to adjust the formula to calculate the cumulative amount?   Here is the formula I was using:

Cumulative Actual = CALCULATE (sum ('Becky - Upload'[Actual]), DATESYTD('Date Table'[Date].[Date]))

[Nathaniel_C]

Hi @Anonymous ,

Cumulative Actual = TOTALYTD('Becky - Upload'[Actual],'Date Table'[Date])

Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel

[Nathaniel_C]

Hi @Anonymous ,

Using my tables.
Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel

[VasTg]

@Anonymous 

Try this.

Cumulative Actual = CALCULATE(SUM('Becky - Upload'[Actual]),FILTER(ALL('Becky - Upload'),'Becky - Upload'[Date]<=MAX(''Date Table'[Date])))

Let us know if it works.