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asjam86 Frequent Visitor
Frequent Visitor

PY MTD Cumulative value

Hi all,

 

I have a table full of sales data for 2018 & 2017. I can happily show the value for PY, however I want to show this as a cumulative figure in a graph by month. As in my month starts at zero and accumuluates until the 31st.

 

My month to date cumulative figure works...

MTDCU = Calculate(sum('salesdata'[dailyfigure]), DATESMTD('date'[Date]))
My Previous year works... (not cumulative)

PY = Calculate(sum('salesdata'[dailyfigure]), SAMPEPERIODLASTYEAR('date'[Date]))

 

But no matter what I try to get the sales data to show last years monthly cumulative figures just don't work. No data is shown. IE is blank. 

 

Any help before I lose my mind!

 

Thanks

 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: PY MTD Cumulative value

HI, @asjam86 

For PY MTD , you could just use this simple formula:

MTDCU = Calculate(sum('salesdata'[dailyfigure]), DATESMTD('date'[Date]))

PY = Calculate( [MTDCU] , SAMPEPERIODLASTYEAR('date'[Date]))

 

If not your case, please share your sample data and expected output.

 

Best Regards,
Lin

 

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 REPLIES 3
Super User
Super User

Re: PY MTD Cumulative value

Probably need to use an ALL somewhere, See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...


Did I answer your question? Mark my post as a solution!

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Community Support Team
Community Support Team

Re: PY MTD Cumulative value

HI, @asjam86 

For PY MTD , you could just use this simple formula:

MTDCU = Calculate(sum('salesdata'[dailyfigure]), DATESMTD('date'[Date]))

PY = Calculate( [MTDCU] , SAMPEPERIODLASTYEAR('date'[Date]))

 

If not your case, please share your sample data and expected output.

 

Best Regards,
Lin

 

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
asjam86 Frequent Visitor
Frequent Visitor

Re: PY MTD Cumulative value

Thanks for your help. I think I went snow blind yesterday looking at data. Makes perfect sense. 

 

Thank you.