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blackhall8
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])))

 

Screen Shot 2018-10-30 at 10.42.19 PM.pngScreen Shot 2018-10-30 at 10.21.35 PM.png

1 ACCEPTED SOLUTION
v-yulgu-msft
Microsoft
Microsoft

Hi @blackhall8,

 

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

1.PNG

 

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])))

2.PNG3.PNG

 

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.

View solution in original post

4 REPLIES 4
v-yulgu-msft
Microsoft
Microsoft

Hi @blackhall8,

 

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

1.PNG

 

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])))

2.PNG3.PNG

 

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.
Ashish_Mathur
Super User
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
https://www.linkedin.com/in/excelenthusiasts/

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

 

Screen Shot 2018-10-31 at 9.21.47 AM.png

Hi,

 

Delete the ) before "30/6"


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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