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SUM of current and every previous month minus same month last year

I need to do this: for every current period, sum all last periods' (if they exist) plus the current's period value. Moreover, I have to exclude from the result, the value of the same month (to the current) from the last year.

Example:

November 2017 = (the values of all months until October 2017) + November's 2017 - November's 2016

1 ACCEPTED SOLUTION
Super User III

@annae As a best practice, add date dimension in your model and use it for and time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools.

https://perytus.com/2020/05/22/create-a-basic-date-table-in-your-data-model-for-time-intelligence-ca...

And you can add this measure once date dimension is in the model

``````Total =
CALCULATE ( SUM ( Table[Amount] ), DATESYTD ( DateTable[Date] ) ) -
CALCULATE ( SUM ( Table[Amount] ), SAMEPERIODLASTYEAR ( DateTable[Date] ) )
``````

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.

Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Super User III

@annae As a best practice, add date dimension in your model and use it for and time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools.

https://perytus.com/2020/05/22/create-a-basic-date-table-in-your-data-model-for-time-intelligence-ca...

And you can add this measure once date dimension is in the model

``````Total =
CALCULATE ( SUM ( Table[Amount] ), DATESYTD ( DateTable[Date] ) ) -
CALCULATE ( SUM ( Table[Amount] ), SAMEPERIODLASTYEAR ( DateTable[Date] ) )
``````

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.

Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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