Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
Walden2002
Frequent Visitor

Cumulative Totals with date slicer looking back N Months

I need help in turning a measure which calculates monthly totals into one that calculates cumulative totals each month.

 

I have a dashboard with a Period Reporting Date slicer which fitlers all the data on the page for that particular reporting period.

 

So far nice and easy. However one analysis I need to present is monthly cumulative totals up to and including that month.  

 

If have a measure which can calculate individual monthtly totals and allows users to select how many previous months to display

 

SUM Waste Last N Months =
CALCULATE(
SUM('total_all'[Value]),
DATESINPERIOD ( 'Reporting Periods'[Reporting Period Date] , MAX ( 'Reporting Periods'[Reporting Period Date] ),-[N Value], MONTH ))
 
So if February 22 is selected on the slicer and N is set to 5 then I can get a table like this
 
Walden2002_0-1653034405287.png

 

But what I'd really like is a measure to enable me to have the table above but with cumulative values for each month.

 

All help appreciated

 

Thanks

 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but I tried to create a sample pbix file like below.

Please check the below picture and the attached pbix file.

I suggest having a disconnected slicer table like the attached.

 

Untitled.png

 

Last N months cumulate measure: =
VAR selectedperiod =
    MAX ( 'Slicer table'[End of Month] )
VAR N_month = 'N Month'[N Month Value]
RETURN
    IF (
        MIN ( 'Calendar'[Date] ) <= selectedperiod,
        CALCULATE (
            SUM ( Data[Quantity] ),
            DATESINPERIOD ( 'Calendar'[Date], selectedperiod, - N_month, MONTH ),
            'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
        )
    )

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


View solution in original post

3 REPLIES 3
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but I tried to create a sample pbix file like below.

Please check the below picture and the attached pbix file.

I suggest having a disconnected slicer table like the attached.

 

Untitled.png

 

Last N months cumulate measure: =
VAR selectedperiod =
    MAX ( 'Slicer table'[End of Month] )
VAR N_month = 'N Month'[N Month Value]
RETURN
    IF (
        MIN ( 'Calendar'[Date] ) <= selectedperiod,
        CALCULATE (
            SUM ( Data[Quantity] ),
            DATESINPERIOD ( 'Calendar'[Date], selectedperiod, - N_month, MONTH ),
            'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
        )
    )

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


Yes - thank you very much - apologies for the late reply I was on leave 

🙂

great - I'll have a look through and get back to you

 

Thanks 🙂

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.