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Helper V
Helper V

Rev. month to Month

 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. 

1 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.

View solution in original post

2 REPLIES 2
Resident Rockstar
Resident Rockstar

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.

 

sort by.png

 

You also could have a reference of the attachment.

 

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.

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.

View solution in original post

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