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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.
Solved! Go to 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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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
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@GTPowerBIUser not sure why, change cross filter to single, and if doesn't work, share the pbix file, remove sensitive information before sharing.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
I have a date dimension table, however its not working with that table. When I insert your calculation I get:
@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!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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