Cumulative sum by month and fiscal year

[blackhall8]

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])))

[v-yulgu-msft · Accepted solution]

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

[Ashish_Mathur]

Hi,

Try this measure

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

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

[blackhall8]

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

[Ashish_Mathur]

Hi,

Delete the ) before "30/6"