Accumulative sum to date

[maserr]

Dear all,

I would need a function in order to calculate the total amount until the date selected, as can be a TOTALYTD but no from the current year, besides counting all previous dates. Here is an example:

2016 100

2017 200

2018 300

So I would need to obtain

2016 100

2017 300

2018 600

Is this possible?

[amitchandak]

@maserr , In case you have date , try with date calendar

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Sales Date])))

If you have only year //use year table in place of Date

Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]<=max('Date'[Year Rank])))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[Tahreem24 · Accepted solution]

@maserr ,

TRy this DAX:

Running Total COLUMN =
CALCULATE (
    SUM ( 'Table[SalesValue] ),
    ALL ( 'Table' ),
    'Table'[Date] <= EARLIER ( 'Table'[Date] )
)

[Tahreem24]

@maserr ,

Or you can try this measure:

MEAUSRE = 
CALCULATE (
    SUM ( 'Table'[SalesValue] ),
    FILTER (
        ALL ( 'Table' ),
        'Table'[Date] <= MAX ( 'Table'[Date] )
    )
)