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Hi all,
We are using Power BI Report Server (May 2025 version). I would like to get cumulative/running sum of a measure by period.
Here is my sample test data:
Period table:
Period_integer | FY | Period | per_begin_date | per_end_date |
202401 | FY 2024 | Jul-23 | 1/07/2023 | 31/07/2023 |
202402 | FY 2024 | Aug-23 | 1/0 8/2023 | 31/08/2023 |
202403 | FY 2024 | Sep-23 | 1/09/2023 | 30/09/2023 |
202404 | FY 2024 | Oct-23 | 1/10/2023 | 31/10/2023 |
202405 | FY 2024 | Nov-23 | 1/11/2023 | 30/11/2023 |
202406 | FY 2024 | Dec-23 | 1/12/2023 | 31/12/2023 |
202407 | FY 2024 | Jan-24 | 1/01/2024 | 31/01/2024 |
202408 | FY 2024 | Feb-24 | 1/02/2024 | 29/02/2024 |
202409 | FY 2024 | Mar-24 | 1/03/2024 | 31/03/2024 |
202410 | FY 2024 | Apr-24 | 1/04/2024 | 30/04/2024 |
202411 | FY 2024 | May-24 | 1/05/2024 | 31/05/2024 |
202412 | FY 2024 | Jun-24 | 1/06/2024 | 30/06/2024 |
202501 | FY 2025 | Jul-24 | 1/07/2024 | 31/07/2024 |
202502 | FY 2025 | Aug-24 | 1/08/2024 | 31/08/2024 |
202503 | FY 2025 | Sep-24 | 1/09/2024 | 30/09/2024 |
202504 | FY 2025 | Oct-24 | 1/10/2024 | 31/10/2024 |
202505 | FY 2025 | Nov-24 | 1/11/2024 | 30/11/2024 |
202506 | FY 2025 | Dec-24 | 1/12/2024 | 31/12/2024 |
202507 | FY 2025 | Jan-25 | 1/01/2025 | 31/01/2025 |
202508 | FY 2025 | Feb-25 | 1/02/2025 | 28/02/2025 |
202509 | FY 2025 | Mar-25 | 1/03/2025 | 31/03/2025 |
202510 | FY 2025 | Apr-25 | 1/04/2025 | 30/04/2025 |
FTE table:
period | FE code | FTE |
202501 | 0001 | 200 |
202501 | 0002 | 220 |
202501 | 0003 | 180 |
202502 | 0001 | 170 |
202502 | 0002 | 230 |
202502 | 0003 | 220 |
202503 | 0001 | 190 |
202503 | 0002 | 210 |
202503 | 0003 | 210 |
202504 | 0001 | 210 |
202504 | 0002 | 220 |
202504 | 0003 | 160 |
202505 | 0001 | 150 |
202505 | 0002 | 250 |
202505 | 0003 | 135 |
202506 | 0001 | 175 |
202506 | 0002 | 215 |
202506 | 0003 | 195 |
202507 | 0001 | 220 |
202507 | 0002 | 215 |
202507 | 0003 | 200 |
Hours table:
period | FE code | Disc_Hrs |
202501 | 0001 | 600 |
202501 | 0002 | 500 |
202501 | 0003 | 700 |
202502 | 0001 | 500 |
202502 | 0002 | 600 |
202502 | 0003 | 650 |
202503 | 0001 | 450 |
202503 | 0002 | 500 |
202503 | 0003 | 390 |
202504 | 0001 | 450 |
202504 | 0002 | 550 |
202504 | 0003 | 625 |
202505 | 0001 | 500 |
202505 | 0002 | 525 |
202505 | 0003 | 670 |
202506 | 0001 | 635 |
202506 | 0002 | 475 |
202506 | 0003 | 590 |
202507 | 0001 | 585 |
202507 | 0002 | 655 |
202507 | 0003 | 490 |
I have created a new measure as below:
Solved! Go to Solution.
Hi @grkanth81 ,
Can you try the following DAX measure to get the cumulative/running sum and let me know if it achieves your desired result:
Cumulative_HoursperFTE =
VAR CurrentPeriod = SELECTEDVALUE(Period[Period_integer])
RETURN
SUMX(
FILTER(
ALL(Period),
Period[Period_integer] <= CurrentPeriod
),
CALCULATE(
SUM(Hours[Disc_Hrs]) / SUM(FTE[FTE])
)
)
If this helped, please mark it as the solution so others can benefit too. And if you found it useful, kudos are always appreciated.
Thanks,
Samson
Hi @grkanth81 ,
Can you try the following DAX measure to get the cumulative/running sum and let me know if it achieves your desired result:
Cumulative_HoursperFTE =
VAR CurrentPeriod = SELECTEDVALUE(Period[Period_integer])
RETURN
SUMX(
FILTER(
ALL(Period),
Period[Period_integer] <= CurrentPeriod
),
CALCULATE(
SUM(Hours[Disc_Hrs]) / SUM(FTE[FTE])
)
)
If this helped, please mark it as the solution so others can benefit too. And if you found it useful, kudos are always appreciated.
Thanks,
Samson
Thanks Samson. That worked perfectly.
Awesome, happy to hear it worked!