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Anonymous
Not applicable

Cumulative Total should not start from base value

Hi, 

 

I am interested in calculating cumulative value. However, when I filter by date, the value again starts from the base value of that month, continuing cumulatively (red). 

What I actually want is the green diagram. That is, although we filter, it remembers the cumulative values for the previous period. Filter should not affect the start.

 

I used the following equation for the red diagram. What should I change to plot the green one?

 

Total Events-Cumulative2 =
CALCULATE(
[Total Events],
FILTER(
ALLSELECTED(data),
data[Event Date] <= MAX(data[Event Date])
)
)
 

cumul.jpg

 
 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Just found my solution. FYI:

 

Total Events-Cumulative3 =
VAR MaxDate = MAX ( data[Event Date] )    -- Saves the last visible date
RETURN
CALCULATE (
[Total Events],                                                   -- Computes sales amount
data[Event Date] <= MaxDate,                         -- Where date is before the last visible date
ALL ( 'Calendar' )                                               -- Removes any other filters from Date
)

 

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Just found my solution. FYI:

 

Total Events-Cumulative3 =
VAR MaxDate = MAX ( data[Event Date] )    -- Saves the last visible date
RETURN
CALCULATE (
[Total Events],                                                   -- Computes sales amount
data[Event Date] <= MaxDate,                         -- Where date is before the last visible date
ALL ( 'Calendar' )                                               -- Removes any other filters from Date
)

 

amitchandak
Super User
Super User

@Anonymous ,In case you want a cumulative only for month qtr or year. You can use Time intelligence with date calendar

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31"))

 

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/

 

Ashish_Mathur
Super User
Super User

Hi,

Share a simple dataset, describe the question and show the result in a Table format.

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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