Rev. month to Month

[bw70316]

 What I am looking for is some like this:

July:	$1,959,814
August:	$3,925,980
September: $5,855,582	$5,855,582
October:	$7,910,275
November:	$9,155,231

To be something like this:

July:	$1,959,814
August:	$1,966,166
September: $5,855,582	$1,929,602
October:	$2,054,693
November:	$1,244,956

Basically, I want the total revenue for Nov. in table 1 to be the tot. revenue overall. A colleague of my mine suggest summarize tables, but I can't seem to get that to work either. 

[v-piga-msft]

Hi @bw70316,

It seems that you want to calculated the accumulate total for Rev. 

If your date column is Date type, you could use the measure below.

Measure = CALCULATE(SUM(Table1[Rev]),FILTER(ALL('Table1'),'Table1'[date]<=MAX('Table1'[date])))

If your date column is Text type, you could create an index column in Query Editor firstly and then use the measure below.

Measure = CALCULATE(SUM(Table1[Rev]),FILTER(ALL('Table1'),'Table1'[Index]<=MAX('Table1'[Index])))

In addition, after you creating the index column, you could sort your date column by index colmn so that it will show the accumulate total like you desired.

You also could have a reference of the attachment.

Best Regards,

Cherry

[bw70316 · Accepted solution]

I was able to achieve the desired result with the following DAX:

Expensed Measure = SUM('Expenses'Expensed)

Monthly -1 = CALCULATE([Expensed Measure],DATEADD(Dates[Date],-1,MONTH))

Individual Monthly Total = [Expensed Measure]-[Monthly -1]

I had to create a BRAND NEW Calendar table. Apparently the one I had was defective in some way. I had a colleague help me with this.