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KristinaSp
Frequent Visitor

Cummulative totals by fiscal year - other slicers dont work

Hello,

 

I have searched and read other topics reated with cummulative totals, but it does not help to solve my issue.

This topic is the closest to my issue: https://community.powerbi.com/t5/Desktop/Compare-cumulative-data-between-years/td-p/112480

 I created  running totals measue  accordingly with the explanation in the link, but it does not work with other slicers.

KristinaSp_0-1606922054699.png

Maybe someone also had this issue and know how to solve it

 

Thank you in advance!

1 ACCEPTED SOLUTION
amitchandak
Super User IV
Super User IV

@KristinaSp , if you need ytd (cumm by year) , then you can use time intelligence

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31")) //last date of yesr is 31 dec

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31")) //last date of year is 31 march

 

choose date of your choice

Over all cumm -Cumm Sales = CALCULATE(SUM(Table[value]),filter(allselected(Table),Table[Date] <=max(Table[Date])))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

 

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 :radacad sqlbi My Video Series Appreciate your Kudos.



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

View solution in original post

1 REPLY 1
amitchandak
Super User IV
Super User IV

@KristinaSp , if you need ytd (cumm by year) , then you can use time intelligence

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31")) //last date of yesr is 31 dec

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31")) //last date of year is 31 march

 

choose date of your choice

Over all cumm -Cumm Sales = CALCULATE(SUM(Table[value]),filter(allselected(Table),Table[Date] <=max(Table[Date])))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

 

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 :radacad sqlbi My Video Series Appreciate your Kudos.



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

View solution in original post

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