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nirrobi
Helper V
Helper V

DAX calculate column cumulative total for the last 12 month

Hi,

 

I found a way to create calculate column for cumulative total for every account but I need to filter it for only the last 12 month - 

How can I add filter on date to check only the last 12 months for every line?

 

Many thanks!,

Nir

 

 

Cumulative MRR just for test =
CALCULATE(
   SUM( FactAccount[MRRgroup] ) ,
   ALLEXCEPT( FactAccount , FactAccount[AccountId] ) ,
  FactAccount[Index] <= EARLIER( FactAccount[Index] )
)
1 ACCEPTED SOLUTION
Fowmy
Super User
Super User

@nirrobi 

Hope you have a column named Date, if not rename the column name:

Cumulative MRR just for test =
CALCULATE(
   SUM( FactAccount[MRRgroup] ) ,
   ALLEXCEPT( FactAccount , FactAccount[AccountId] ) ,
   FactAccount[Index] <= EARLIER( FactAccount[Index] ),
   FILTER( FactAccount, 
     FactAccount[Date] >= EDATE(EARLIER(FactAccount[Date]),-12) &&  
     FactAccount[Date] <= EARLIER(FactAccount[Date])  ) 
)

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View solution in original post

3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

Share the raw data, explain the business context and show the expected result.


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

@nirrobi 

Hope you have a column named Date, if not rename the column name:

Cumulative MRR just for test =
CALCULATE(
   SUM( FactAccount[MRRgroup] ) ,
   ALLEXCEPT( FactAccount , FactAccount[AccountId] ) ,
   FactAccount[Index] <= EARLIER( FactAccount[Index] ),
   FILTER( FactAccount, 
     FactAccount[Date] >= EDATE(EARLIER(FactAccount[Date]),-12) &&  
     FactAccount[Date] <= EARLIER(FactAccount[Date])  ) 
)

________________________

If my answer was helpful, please consider Accept it as the solution to help the other members find it

Click on the Thumbs-Up icon if you like this reply 🙂

YouTube  LinkedIn

Did I answer your question? Mark my post as a solution! and hit thumbs up


Subscribe and learn Power BI from these videos

Website LinkedIn PBI User Group

hi,

 

it seems that the dax function work

but

it's looks like it super uneffiecient - as samll table - 10 K rows - take few minutes to calcualte 

 

many thanks for your help!

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