Looking For a measure to calculate sum for upto selected month

[jay_patel]

Hello All

I want a measure where i am calculating (Net Sales) and if I filter "june-2021" then the values will be only for June month. But I want to calculate Net sales from first month of the table till selected month (june) . For example table has a value from jan to june and if i select march then the Net sales should be from Jan to March.

Thanks in advance

[Madhura29]

You can use Running Total Measure for cummulative sum and a slicer to select a Month. 

Measure for Running Total - 

Running total selected = CALCULATE([Total Sales],FILTER(ALLSELECTED('Data sets'), 'Data sets'[Date ] <= MAX('Data sets'[Date ])))

[v-yalanwu-msft · Accepted solution]

Hi @jay_patel ；  

You could create a new table as a slicer, and then create a measure to calculate Net sales by the following formula:

1.create a new slicer table and create a column:

slicer = SUMMARIZE('Table',[Date])

year-month = FORMAT([Date],"YYYY MMM")

2.create a sum measure:

sum =
CALCULATE (
    SUM ( [Net sales] ),
    FILTER (
        ALL ( 'Table' ),
        YEAR ( [Date] ) = YEAR ( MAX ( 'slicer'[Date] ) )
            && MONTH ( [Date] ) <= MONTH ( MAX ( 'slicer'[Date] ) )
    )
)

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]

@jay_patel , use time intelligence with date table

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

In case you need a trend refer

Need of an Independent Date Table:https://www.youtube.com/watch?v=44fGGmg9fHI