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Accumulated sum - Year and month filter application

Good Morning,


I need to perform a cumulative sum, according to the year and month filters selected in the data segmentation.


As in the matrix below with status of "ok" beside it, it works, when I put the months in the line field.


But I need to assemble according to the matrix structure above ( 1 ), as a summary.




I need that: 1° - When selecting the year, bring the sum of the selected year.


2nd - When selecting the month, bring the sum of the selected month + the previous months of that chosen year.




Example: Total "PA Safra Mes" with no filter applied, should return 2,894,363, which is the sum of the base of all years.


Year filter performed, value to be returned, 1,528,199, which is the total of the chosen year.


Filter for the month of June, value to be returned, 484,560, which is the sum of June + plus previous months (April 25,200 + May 214,272 + June 245,088 = 484,560)




Note: My year starts in April, just for clarification.


Accumulated sum.png


Community Support
Community Support

Hi @hudsonvj ,

Could you pls share your pbix file and remember to remove confidential data.




Best Regards


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