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ThingZy
Frequent Visitor

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

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 :

Unpivoted.png

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) 

Pivoted.png

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

graph.png

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

1 ACCEPTED SOLUTION
v-cgao-msft
Community Support
Community Support

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]))

 

vcgaomsft_0-1668159822280.png

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

View solution in original post

2 REPLIES 2
v-cgao-msft
Community Support
Community Support

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]))

 

vcgaomsft_0-1668159822280.png

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
Super User
Super User

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? 




Did I answer your question? If so, mark my post as a solution. Also consider helping someone else in the forums!

Proud to be a Super User!





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