Looking for a way to calculate cumulative sum when the data is in financial year format.

[ThingZy]

I've been facing an issue when calculating cumulative sum, the issue being the data is in Financial year format and I'd like to visualise the cumulative sum in a month by month or year-wise preferably.

Following is a sample data(unable to display original values due to privacy restrictions) before transformations :



After applying Unpivot along the Months(from April to March) resulting the displayed data as below:

(And few transformations done to bring the Attribute into Month number) 



The final visual generated using the data should be in an monthly increase over years, for example :



Knowing that this is a complex issue, I'd appriciate any help to resolve it by showcasing the visual in the desired format.

Link to the data : toffeeshare.com/c/COt3uW-aK9

[Anonymous · Accepted solution]

Hi @ThingZy ,

Please try this measure:

Measure = CALCULATE(SUM('Table'[Value]),'Table'[Month Number]<=MAX('Table'[Month Number])&&'Table'[Finanical_Year]<=MAX('Table'[Finanical_Year]))

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data

[ToddChitt]

The visual you display is deveiving. I look at and think, "WOW, they did $10 million in December of 2021!"

Suggest you plot the actual value for each month, not the running total.

What message are you trying to get accross to your viewers?