Cumulative Totals by Company's Fiscal Year

[GTPowerBIUser]

Hello,

I'm trying to get cumulative totals using the following table:

Table Name: PS_SalesHistory

Columns: Sales, Effective Date, Fiscal Year

This calcuation is giving me cumulative total for all dates, but I need to break that up by the Fiscal Year column.

The fiscal year for my company is August 1 to July 31, so it doesn't follow the calendar year.

CALCULATE(

sum( PS_SalesHistory[Sales]),

FILTER(

ALLSELECTED(PS_SalesHistory),

PS_SalesHistory[Effective Date] <= MAX(PS_SalesHistory[Effective Date])

))

This is what it looks like right now:

Each FY should have its own cumulative totals.

Is it possible to do this?

[parry2k]

@GTPowerBIUser not sure why, change cross filter to single, and if doesn't work, share the pbix file, remove sensitive information before sharing.

[GTPowerBIUser]

@parry2k 

I have a date dimension table, however  its not working with that table. When I insert your calculation I get:

CALCULATE(

sum( PS_SalesHistory[Sales]),

DATESYTD ( Dim_Date[Date], "07/31" )

)

I have a relationship between Dim_Date and PS_SalesHistory on Effective Date and Date:

Cardinality - Many to One

Cross Filter - Both

[parry2k · Accepted solution]

@GTPowerBIUser when working with dates,  as a best practice add a calendar/date dimension your model, follow my blog post to add this table Create a basic Date table in your data model for Time Intelligence calculations | PeryTUS IT Solutio...

Create the following measure and use the Year from date dimension table.

CALCULATE(
sum( PS_SalesHistory[Sales]),
DATESYTD ( Calendar[Date], "07/31" )
)

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

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