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
kkalyanrr
Helper V
Helper V

Cumulative percentage as a constant line at the end of month

Hello Team,

 

I'm trying to get the Percentage month on month and cummulative percentage(as a constant line) at the end of last month.
Here are the dax expressions I'm using 


Profit Margin Percentage = 
DIVIDE( SUM('Profit Margin'[Profit (Actual)]) , SUM('Profit Margin'[Authorised Total (Inc. GST)]) ,0)

Profit Margin Cummulative Percentage=
Var a = MIN( 'Calendar(Profit Margin)'[Date])
Var b = MAX('Calendar(Profit Margin)'[Date])

Return
CALCULATE( [Profit Margin Percentage] , FILTER( ALLSELECTED( 'Profit Margin') , 'Profit Margin'[Date] >= a && 'Profit Margin'[Date] <= b ))
The lines are overlapping with one another.

Q2.JPGQ1.JPG
2 REPLIES 2
v-lionel-msft
Community Support
Community Support

Hi, @kkalyanrr ,

 

Has your problem been solved?

If yes, please consider accept it as the solution to help the other members find it more quickly.

If not, please give us the sample data tables. Please post sample data for the columns used in your formula.

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

parry2k
Super User
Super User

@kkalyanrr you should be using dates from your calendar table (seems like you have it in your model) instead of from profit table

 

Cummulative = 
CALCULATE ( [% measure], FILTER ( ALL ( CalendarTable ), CalendarTable[Date] <= MAX( CalendarTable[Date] ) ) 

 

you can change the logic as it fits into your business requirement.

 

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos 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.

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.