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Frequent Visitor

## Cumulative sum by month and fiscal year

I've having trouble displaying cumulative fiscal year data on a month axis. When I add my CumulativeTotal measure, the cumulative sum doesn't display. Do I need to modify this measure for it to work with Fiscal Year data?

CumulativeTotal = CALCULATE(Sum('Applications'[Index]),FILTER(ALL(DimDate[Date]),DimDate[Date] <= Max(DimDate[Date])))

1 ACCEPTED SOLUTION
Microsoft

Hi @blackhall8,

In your scenario, please make sure the [Date] filed shown in visual is dragged from 'DimDate' table.

If you want to use the date field from 'Applications' table, please modify your formula to:

CumulativeTotal = CALCULATE(SUM(Applications[Index]),FILTER(ALL(Applications),Applications[Date]<=MAX(Applications[Date])))

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
4 REPLIES 4
Microsoft

Hi @blackhall8,

In your scenario, please make sure the [Date] filed shown in visual is dragged from 'DimDate' table.

If you want to use the date field from 'Applications' table, please modify your formula to:

CumulativeTotal = CALCULATE(SUM(Applications[Index]),FILTER(ALL(Applications),Applications[Date]<=MAX(Applications[Date])))

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Super User

Hi,

Try this measure

=CALCULATE(Sum('Applications'[Index]),DATESYTD(DimDate[Date]),"30/6"))

30/6 means that the FInancial Year ending is 30 June.

Regards,
Ashish Mathur
http://www.ashishmathur.com
Frequent Visitor

Thanks @Ashish_Mathur. However, I'm getting a syntax error when I try that measure.

Super User

Hi,

Delete the ) before "30/6"

Regards,
Ashish Mathur
http://www.ashishmathur.com

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