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mbegg Member

Create column of daily values summed across a month

Hi,

I have one column of values and one of dates (daily time series data).

I want to create a column with the monthly & annual sum of the values like the below.

What is the DAX code? 1 ACCEPTED SOLUTION

Accepted Solutions Super User

Re: Create column of daily values summed across a month

Hi @mbegg

You can use the following DAX below:

Current Month = CALCULATE(SUM('TableName'[Value]),PARALLELPERIOD('Date'[Calendar Date],0,MONTH))

Current Year = CALCULATE(SUM('TableName'[Value]),PARALLELPERIOD('Date'[Calendar Date],0,YEAR))

NOTE: You will have to have a Date table mapped to your data.

You can find more details around a Date table here: http://radacad.com/do-you-need-a-date-dimension

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4 REPLIES 4 Super User

Re: Create column of daily values summed across a month

Hi @mbegg

You can use the following DAX below:

Current Month = CALCULATE(SUM('TableName'[Value]),PARALLELPERIOD('Date'[Calendar Date],0,MONTH))

Current Year = CALCULATE(SUM('TableName'[Value]),PARALLELPERIOD('Date'[Calendar Date],0,YEAR))

NOTE: You will have to have a Date table mapped to your data.

You can find more details around a Date table here: http://radacad.com/do-you-need-a-date-dimension

Did I answer your question? Mark my post as a solution!
"Proud to be a Datanaut!"
Power BI Blog
mbegg Member

Re: Create column of daily values summed across a month

Hi @GilbertQ, thank you, that works Super User

Re: Create column of daily values summed across a month

Awesome, thanks for letting me know.

Did I answer your question? Mark my post as a solution!
"Proud to be a Datanaut!"
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Highlighted Community Support Team

Re: Create column of daily values summed across a month

You could also add calculated columns as shown below.

Value Mth =
CALCULATE (
SUM ( Table1[Value] ),
ALLEXCEPT ( Table1, Table1[Year], Table1[MonthNo] )
)
Value Yr =
CALCULATE ( SUM ( Table1[Value] ), ALLEXCEPT ( Table1, Table1[Year] ) )
Community Support Team _ Sam Zha
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