Accumulate Measure per month not working

[VitorXavier]

Hello,

I am trying to make an accumulate vision using the following expression:

= CALCULATE(SUM('Value.amount');

FILTER(ALL('calendar'); 

'calendar'[date] <= MAX('calendar'[date])))

But it is not accumulating on the graphic vision:

The black line is my target that is called "Meta" and is like this in the table:

Do I have to make something else to get my data accumulated?

[AlB]

Hi @VitorXavier 

Are you using Month from the calendar table in the x-axis of the visual?

Can you share the pbix? or a simplified version that reproduces the problem? 

[VitorXavier]

Hi @AlB,

Thanks for answer.

Yes, I am using Month from calendar table.

I want to share with you a simplified version, but I didn't find a way to insert the pbix attachment. How can I share with you?

[AlB]

You have to share the URL to the file hosted elsewhere: Dropbox, Onedrive... or just upload the file to a site like tinyupload.com (no sign-up required).

[VitorXavier]

I uploaded at TinyUpload.com follow the URL: http://s000.tinyupload.com/?file_id=06151779987823636435 

[AlB · Accepted solution]

Hi @VitorXavier 

Your measures are working fine. The only issue is that you are using the month name only in the rows of the table visual and then the MAX(Table1[Datas]) if the last day of that month in 2020 (which is the max in the calendar table). Since all your values are in 2019 in both fact tables, you get the whole thing. SO you need to add the year to the filter context. If you place a slicer selecting year 2019 this problem is solved. See it all at work in the attached file. 

Please mark the question solved when done and consider giving kudos if posts are helpful.

Cheers  

[VitorXavier]

Thank you very much @AlB , your explanation worked!

[VitorXavier]

@AlB  If I want to see an accumulated view of two years in the same graphic, 2018 and 2019 for example, for I comparer one year with another, how can I do?

[AlB]

@VitorXavier 

You mean you want to see one line per year in the same chart? With what you have, the quickest would be to place Calendar[Year] in the legend of the chart, so that you have them separated by year and modify the measure a bit so that it only accumulates from the beginning of that year. If you want it to accumulate from the beginning of time, just remove the year condition in FILTER().See it all at work in the attached file. 

Meta Acumulada V2 = 
 0 + CALCULATE (
        SUM ( 'Metas UPSELL AGO-DEZ'[Meta] );
        FILTER (
            ALL ( 'Calendário' );
            'Calendário'[Datas] <= MAX ( 'Calendário'[Datas] )
                && YEAR ( 'Calendário'[Datas] ) = YEAR ( MAX ( 'Calendário'[Datas] ) )
        )
    )

Please mark the question solved when done and consider giving kudos if posts are helpful.

Cheers  

[VitorXavier]

@AlB 

The data of the years are separated in different tables and the expression won't work in this case. I tried to put the calendar[year] in the legend but didn't work.