Cumulative total for all previous month for category

[Anonymous]

I have a data with Year month name and month number and the information. we are using financial year format ( April - March).

My requirement is when I select in slicer month data need to get along with from April for ex: If i select August 2021 i should get the data from April till August. If I select December I should get from April till December. Please suggest.

[v-yalanwu-msft · Accepted solution]

Hi， @Anonymous ；

If your format is "October 2020" , you could use follows dax to change it as date format.

date = DATE(RIGHT([year-month],4),MONTH( LEFT([year-month], SEARCH(" ",[year-month]))&" 1"),1)

then you could create a table as a slicer .

slicer = VALUES('Table'[year-month])

then create a measure to calculate a sum .

sum =
VAR _select =MAX ( 'slicer'[year-month] )
VAR _sdate =
    DATE ( RIGHT ( _select, 4 ), MONTH ( LEFT ( _select, SEARCH ( " ", _select ) ) & " 1" ), 1)
RETURN
    IF (
        MONTH ( _sdate ) >= 4,
        CALCULATE (
            SUM ( [value] ),
            FILTER ( 'Table', [date] >= DATE ( YEAR ( _sdate ), 4, 1 ) && [date] <= _sdate )),
        CALCULATE (
            SUM ( [value] ),
            FILTER (
                ALL ( 'Table' ),
                [date]
                    >= DATE ( YEAR ( _select ) - 1, 4, 1 )
                    && [date] <= _sdate)))

The final output is shown below:

Best Regards,
Community Support Team_ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Anonymous YTD should help

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"03/31"))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

[Anonymous]

But I dont have a date format so could not able to do YTD

[Anonymous]

I have Only Year Month name and month number in seperated columns and I couldn't able to build a date format with this information since I dont have a date