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ilana105
Helper I
Helper I

Compare cumulative data between years

Hello commnuity

 

I want to compare the cumulative of one variable over 2 years. 

 

When I use the TOTALYTD formula I get the data I want:

 

 

cumulativeImpressions = TOTALYTD(sum(database[Impressions]);database[finaldate].[Date])

Capture01.JPG

 

However, now I'm importing the data with Direct Query and I'm using a formula to calculate it, The problem is that when I use the formula the cumulative continues in 2016 with the data in 2015

 

cumulativeImpressions = 
CALCULATE (
    SUM (database[impressions] );
    FILTER(ALL(database);
database[finaldate] <= MAX(database[finaldate]))
)

Capture.JPG

 

I want to obtain with the formula the same result as with TOTALYTD function

 

Thank you very much for your help

 

 

 

1 ACCEPTED SOLUTION

Hi @ilana105,

 

How do you set the Axis level, you have year and month field in your source data, you select the month as axis level, the year as legend level, right? If it is, you’d better add filter in measure to cumulative sum for each year, rather than all data. The TOTALYTD Function evaluates the year-to-date value of the expression in the current context. So it return the total sum for each year.


I try to reproduce your scenario as follows.


Create month and year calculated columns.

 

Year = YEAR(Sales[DATE])
Year = YEAR(Sales[DATE])


Create measure using the formula below. The values function will return a table including one year.

 

cumulative = CALCULATE(SUM(Sales[SALE]),FILTER(ALL(Sales),Sales[DATE]<=MAX(Sales[DATE])),VALUES(Sales[Year]))


Create the line chart, you will get expected result same to using TOTALYTD function like the following screenshot.

 

1.PNG

TotalYTD = TOTALYTD(SUM(Sales[SALE]),Sales[DATE])


2.PNG

If you have any other issue, please feel free to ask.


Best Regards,
Angelia

 

 

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