Cumulative Sales in Play Axis

[Anonymous]

Good Day Everyone,

I am trying to utilize the play axis to visualize a bar graph of sales by customer over time.  I was able to set-up the play axis so that it shows me the correct total by the day, but it is not showing me the cumulative totals. 

For my data, I have a calendar table, but I am using the sales date availabe in the invoice register, so there are no relationships being used in my visual.  For the cumulative sales, I am using the following measures, which returns the correct value for other visuals, but not for the play.

Cumulative Invoiced CAD =

calculate([Total Revenue $$$ (CAD)],

Filter(allselected(CalendarDate),

CalendarDate[Date]<=max(CalendarDate[Date])))

I have tried using the "CalendarDate[Date]" field from my calendar table and I get the same result.

Any suggestions would be appreciated.

Thanks,

Rich

[Anonymous]

Hi Everyone,

I wanted to give this a bump back up to the top of the forum and clear up any confusion over my relationships.

I have changed my date reference to be the one from my calendar table.  This is consistent across all of my visuals and generally it gives me the results I need.  

I am still not able to show the cumulative sales by customer.  When I run the play axis, I am getting the correct dollars invoiced each day, but it is only showing me one day at a time, it is not showing my the cumulative total over the time frame.  

Another issue I am facing is that it is already ranking my customer list by highest cumulative sales.  I would prefer if it showed all customers starting at $0 so that I can see the change over time.  See below for the starting point of the chart,

Any guidance would be appreciated

Cheers!

[Ashish_Mathur]

You said "For my data, I have a calendar table, but I am using the sales date availabe in the invoice register, so there are no relationships being used in my visual".  Why??????

Cumulative Invoiced CAD = calculate([Total Revenue $$$ (CAD)],datesytd(CalendarDate[Date],"31/12"))

Ensure that you drag Year/Month name/Date from the Calendar Table to your visual.

[parry2k]

@Anonymous as I mentioned, you need to set the relationship and your original measure should work. 

[Anonymous]

I am getting the same result whether I use the date in the invoice register or the calendar table date.  I have made the change to the date table field for convenience.  

[selimovd]

Hey @Anonymous ,

I think you can solve that easier with the DATESBETWEEN function.

Try the following measure:

Cumulative Invoiced CAD =
CALCULATE(
    [Total Revenue $$$ (CAD)],
    DATESBETWEEN(
        CalendarDate[Date],
        MIN( ALL( CalendarDate[Date] ) ),
        MAX( CalendarDate[Date] )
    )
)

If you need any help please let me know.

If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards

Denis

Blog: WhatTheFact.bi

Follow me: twitter.com/DenSelimovic

[Anonymous]

Hi Denis,

When I try your DAX I get the following error "The MIN function only accepts a column reference as an argument.".  I do not understand this error as my date is a column (not a measure).

Any guidance on where the error is?

[Anonymous]

I just remove the "All" portion of the DAX and re-ran the visual and it is still giving me the result where it is showing me the individual sales on each day instead of cumulative sales each day.

Any other thoughts?

[parry2k]

@Anonymous you have to set the relationship between invoice date and calendar date and use calendar date wherever you are using date. That is the right way to do things.

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