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JeroenHD
Helper I
Helper I

Need a cumulative total per month based on calculated column

Hello Team, 

I can't seem to make this one work. I have a calculated column. In the Opportunities Table is where this column lives. It's multiplying a currency amount based on a lookup (to determine the factor to do multiplication). 

This returns the new amount we call Factored Revenue.
 
Calculated column:
Factored revenue £ = lookupvalue(Z_Factored_stepname[Factor_stepname],Z_Factored_stepname[pi_reportingstage],opportunities[pi_reportingstage])*[Open Revenue £]
 
 
Now i want to use this calculated column to use in a measure which does a cumulative per month of this factored revenue.
The below is what i got so far. I am using a date table. What the below does is summing all and put the same amount in all months.
What do i do wrong? 
 
Cumulative Factored Revenue £ 2 =

 

IF(MIN(DATE_TABLE[Date])
<= CALCULATE(MAX(Opportunities[actualclosedate]), ALL(Opportunities)),
CALCULATE(
sum(Opportunities[Factored revenue £]),
FILTER(
ALL(DATE_TABLE[Date]),
DATE_TABLE[Date]<=MAX(DATE_TABLE[Date]))
))

The result in a table visual: 
JeroenHD_0-1643289851617.png


Thanks for your time to take a look. 

Kind regards,
Jeroen

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@JeroenHD , Try like

CALCULATE(
sum(Opportunities[Factored revenue £]),
FILTER(
ALL(DATE_TABLE),
DATE_TABLE[Date]<=MAX(DATE_TABLE[Date]))
)

 

I think issue with max logic

View solution in original post

2 REPLIES 2
JeroenHD
Helper I
Helper I

Thanks a heap @amitchandak this did the trick!!

amitchandak
Super User
Super User

@JeroenHD , Try like

CALCULATE(
sum(Opportunities[Factored revenue £]),
FILTER(
ALL(DATE_TABLE),
DATE_TABLE[Date]<=MAX(DATE_TABLE[Date]))
)

 

I think issue with max logic

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