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Hi,
I'm trying to calculate the cumulative sum of IMP_COGE per month for a balance sheet.
So far I've tried the following measure:
IMP_SP = CALCULATE (CALCULATE (SUM ('PRIMANOTA RIGHE'[Imp_COGE]) *-1, FILTER (ALLSELECTED ('DATA BILANCIO'), 'DATA BILANCIO'[Date]<=MAX ('DATA BILANCIO'[Date]))), FILTER ('PRIMANOTA RIGHE', 'PRIMANOTA RIGHE'[Tipo Conto] = "P (Patrimoniale)"))
and it gives me the correct cumulative sum if I use a Gauge Chart, however, if i use the measure in a table with the month filter, it only gives me the variation of the value per month
I.E in the Gauce Chart --> + 120
in the table --> January +100
February + 20
...
I've also tried
IMP_SP =CALCULATE ( SUM ( 'PRIMANOTA RIGHE'[Imp_COGE] ), FILTER ( ALL ( 'DATA BILANCIO'), 'DATA BILANCIO'[Date] <= MAX ( 'DATA BILANCIO'[Date]) ))
but then it simply sum all the amount per month without considering the different years and other filters like the data table stopped working.
only
IMP_SP = TOTALYTD(SUM('PRIMANOTA RIGHE'[Imp_COGE]), 'DATA BILANCIO'[Date].[Date])
seems to work, however in a line chart I only see the current year value and other years are zero.
What I'm trying to achieve is
1. a table with the months as columns and the cumulative amount for accounts as row
FILTER YEAR 2020
TABLE:
MONTH 1 MONTH 2
BANK 100 € 120 €
2. and in a different report, a line chart with the cumulative sum indipendently from the year:
LINE CHART: cumulative sum but as a continous flow, with different years:
BANK 30,00 € - 40,00 € 100,00 € 120,00 €
november 2019 dicember 2019 january 2020 february 2020
Thanks,
Hi @Luca2020
Can you share the pbix perhaps? It's a bit difficult to see what is going on like that. OR a pbix with dummy data that reproduces the problem. Or at least show samples of the tables in your model involved in the calculations and their relationships
Please mark the question solved when done and consider giving a thumbs up if posts are helpful.
Contact me privately for support with any larger-scale BI needs, tutoring, etc.
Cheers
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