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Hanuma_Srikiran
Frequent Visitor

Cummulative sum by month and year

Hi,

 

Please anyone help on this.

The black bar is Actual INVENTORY Amount

The green bar is cummulative sum of it. It also summing the dec 2017 and jan 2018 also. i dont want continue for next year. The next Year should start from jan of that year.  The DAX which I used is
 Cummulative INVENTORY AMT =
CALCULATE (
    [INV_Amount],
    FILTER (
        ALL ( 'GENERALJOURNALENTRY' ),
        GENERALJOURNALENTRY[ACCOUNTINGDATE] <= MAX ( GENERALJOURNALENTRY[ACCOUNTINGDATE] )
    )
)

ytd_prb.png

 

thanks.

1 ACCEPTED SOLUTION
v-chuncz-msft
Community Support
Community Support

@Hanuma_Srikiran,

 

You may refer to the DAX below.

Measure =
VAR d =
    MAX ( GENERALJOURNALENTRY[ACCOUNTINGDATE] )
RETURN
    CALCULATE (
        [INV_Amount],
        FILTER (
            ALL ( 'GENERALJOURNALENTRY' ),
            GENERALJOURNALENTRY[ACCOUNTINGDATE] <= d
                && GENERALJOURNALENTRY[ACCOUNTINGDATE] >= DATE ( YEAR ( d ), 1, 1 )
        )
    )
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-chuncz-msft
Community Support
Community Support

@Hanuma_Srikiran,

 

You may refer to the DAX below.

Measure =
VAR d =
    MAX ( GENERALJOURNALENTRY[ACCOUNTINGDATE] )
RETURN
    CALCULATE (
        [INV_Amount],
        FILTER (
            ALL ( 'GENERALJOURNALENTRY' ),
            GENERALJOURNALENTRY[ACCOUNTINGDATE] <= d
                && GENERALJOURNALENTRY[ACCOUNTINGDATE] >= DATE ( YEAR ( d ), 1, 1 )
        )
    )
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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