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Frequent Visitor

## Cumulative Total

Hello.  I am trying to create a cumulative total for each month but I am getting data per month which I don't want to have. I used this measure

Cumulative = CALCULATE(
SUM(Finance[Column CC]),
FILTER(ALL(Finance[Date]), Finance[Date] <= MAX (Finance[Date])))

1 ACCEPTED SOLUTION

Accepted Solutions
Resolver I

## Re: Cumulative Total

Filtering all Finance Table (not only a column), I get the Cumulative for the month, but if you have duplicate dates, the cumulative will be the same, in both.

`Cumulative = CALCULATE(		SUM(Finance[Column CC])		,FILTER(ALL(Finance), Finance[Date] <= MAX (Finance[Date])))`

16 REPLIES 16
Memorable Member

## Re: Cumulative Total

• Control you are using (charts/table/matrix)
• Sample data
Resolver I

## Re: Cumulative Total

I use the same formula, and works.

Can you take a print? or sample data? The Financial[Date] have 1 date per month?

More details can help.

Frequent Visitor

## Re: Cumulative Total

The data is coming from each centre and is collected once every month and is split by Actual and Budget.

 Centre Date Income Staff Agency Other costs Act/Bud 1 31/03/2015 -2000 200 200 122 Act 2 31/03/2015 -4000 100 100 100 Act 1 31/03/2015 -2000 200 200 122 Bud 2 31/03/2015 -4000 100 100 100 Bud 1 30/04/2015 -2000 200 200 122 Act 2 30/04/2015 -4000 100 100 100 Act 1 30/04/2015 -2000 200 200 122 Bud 2 30/04/2015 -4000 100 100 100 Bud

The data is mocked up but you get the general idea.

To get the Column CC I created a cal column which is Column CC = (-Finance[Income] - Finance[Staff] - Finance[Agency]- Finance[Other costs])

I am using bar graph.

I hope it is clear, if not let me know.

Memorable Member

@Maram

Frequent Visitor

## Re: Cumulative Total

@tringuyenminh92 I dont understand why I need to create another date table when I do have one already.

Resolver I

## Re: Cumulative Total

Filtering all Finance Table (not only a column), I get the Cumulative for the month, but if you have duplicate dates, the cumulative will be the same, in both.

`Cumulative = CALCULATE(		SUM(Finance[Column CC])		,FILTER(ALL(Finance), Finance[Date] <= MAX (Finance[Date])))`

Frequent Visitor

## Re: Cumulative Total

@cabelo  It is what I get as well. I would like to have cumulative actual and budget in one graph. Is there any way of doing this?

Memorable Member

## Re: Cumulative Total

Hi @Maram When using All(Original Table) you will lost the filter of another column/categories  in this table. And you have to workaround by using AllExcept to fix that problem. But with seperate Dates table, it will not affect to any filter in Fact table.

But your question is so great, if I have chance to meet my idol Marco Russo, I will ask him to explain or confirm about my understand of his design in this time pattern: http://www.daxpatterns.com/time-patterns/

@cabelo I don't think the duplicated(multiple transaction in same date) is the problem with his situation cause he is using filter ALL.

Memorable Member

## Re: Cumulative Total

@Maram It could be, just let us know how your data format of fact and budget are (same table or separate tables). I will provide suitable solution same as https://community.powerbi.com/t5/Desktop/Allocate-monthly-target-to-day/m-p/97285#M40987

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