Cumulative Actuals HELP

[Avermaak]

Good day,

I need some assistance with a dax formula for Cumulative actuals. Due to me only having one actual for the first period, I want to override the 0.00 values with the budget amount.

So firstly I created a new actual by overriding the 0.00 values with the budget but when I do the cumulative formula it does not add the amount as needed. Please assist with the cumulative amounts, below are the formula's used

NEW Actual =

IF (SUM('Key Metrics per Month'[Actual]) = BLANK (),sum('Key Metrics per Month'[Budget]),0) + SUM('Key Metrics per Month'[Actual])

Cumulative Actual =

CALCULATE(

    [NEW Actual],

    FILTER(

        ALLSELECTED('Key Metrics per Month'[Financial Period]),

        ISONORAFTER('Key Metrics per Month'[Financial Period], MAX('Key Metrics per Month'[Financial Period]), DESC)

    )

)

[Jihwan_Kim · Accepted solution]

Hi,

Please try something like below whether it works.

Cumulative Actual =
CALCULATE (
    SUMX ( VALUES ( 'Key Metrics per Month'[Financial Period] ), [NEW Actual] ),
    FILTER (
        ALLSELECTED ( 'Key Metrics per Month'[Financial Period] ),
        ISONORAFTER (
                'Key Metrics per Month'[Financial Period], MAX ( 'Key Metrics per Month'[Financial Period] ), DESC
        )
    )
)

[Avermaak]

Thank you, it works perfectly.