cancel
Showing results for 
Search instead for 
Did you mean: 
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
August 1 episode 9_no_dates 768x460.jpg

The Power BI Community Show

Watch the playback when Priya Sathy and Charles Webb discuss Datamarts! Kelly also shares Power BI Community updates.

Power BI Dev Camp Session 24 without aka link and time 768x460.jpg

Ted's Dev Camp - July 28, 2022

Watch Session 24 of Ted's Dev Camp along with past sessions!

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Top Solution Authors
Top Kudoed Authors