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gselvag
Helper I
Helper I

HELP needed, Cumulative Total MEASURE (filling the blanks)

I need help how to create measure that ignore (evaluation context dates) dates in between context dates.
The goal is to create a visual where date is context 2 year / month. We need to show month value and cumulative value.

 

DataTable:

table_pbi3.JPG

 

Measure:

GM Total = 
VAR LastRD = MAX( DATA[ReportDate] ) //Last Report Date
VAR LastSD = MAX( 'Calendar'[Date] ) //Last Context Date
RETURN
IF ( LastSD > LastRD; 
    CALCULATE( SUM(DATA[Value]); FILTER( ALL('Calendar'); 'Calendar'[Date] <= LastRD) ); BLANK() )

 

graph_pbi8.JPG

 

Please help with the measure on how to fill the blanks (Ref. RED values). We tried the TOTALYTD works but does not sum cumulative over years. Appreciate your help.

 

 

 

1 ACCEPTED SOLUTION
v-piga-msft
Resident Rockstar
Resident Rockstar

Hi @gselvag,

 

Please change your formula like below.

 

 

GM Total =
VAR LastRD =
    MAX ( DATA[ReportDate] ) //Last Report Date
VAR LastSD =
    MAX ( 'Calendar'[Date] ) //Last Context Date
RETURN
    IF (
        LastSD > LastRD,
        CALCULATE (
            SUM ( DATA[Value] ),
            FILTER ( ALL ( 'Calendar' ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) )
        )
    )

Then you could get your desired output. 

 

In addition, you also could use TOTALYTD like with formula below.

 

YTD = TOTALYTD(SUM(Data[Value]),DATESYTD('Calendar'[Date]))

output.PNG

 

 

 

Best Regards,

Cherry

Community Support Team _ Cherry Gao
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

1 REPLY 1
v-piga-msft
Resident Rockstar
Resident Rockstar

Hi @gselvag,

 

Please change your formula like below.

 

 

GM Total =
VAR LastRD =
    MAX ( DATA[ReportDate] ) //Last Report Date
VAR LastSD =
    MAX ( 'Calendar'[Date] ) //Last Context Date
RETURN
    IF (
        LastSD > LastRD,
        CALCULATE (
            SUM ( DATA[Value] ),
            FILTER ( ALL ( 'Calendar' ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) )
        )
    )

Then you could get your desired output. 

 

In addition, you also could use TOTALYTD like with formula below.

 

YTD = TOTALYTD(SUM(Data[Value]),DATESYTD('Calendar'[Date]))

output.PNG

 

 

 

Best Regards,

Cherry

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

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