How to Create a New Measure to Calculate the Cumulative Sum for YTD, QTD and MTD in Power BI
Scenario :
Suppose we have a FactSales Tables follows..
On this Table, I have created two new Calculated Measures "QTD_GrossSales" and "MTD_GrossSales" as below, to calculate the Cumulative Total by Quarter and Month.
QTD Cumulative Sum :
QTD_GrossSales = CALCULATE(SUM(FactSales[Gross_Sales]),
DATESQTD(FactSales[Order_Date]))
Result :
MTD Cumulative Sum :
Result :
Similarly we can calculate the Cumulative Sum / Running Total for YTD using the following DAX Formula..
YTD Cumulative Sum :
Scenario :
Suppose we have a FactSales Tables follows..
On this Table, I have created two new Calculated Measures "QTD_GrossSales" and "MTD_GrossSales" as below, to calculate the Cumulative Total by Quarter and Month.
QTD Cumulative Sum :
QTD_GrossSales = CALCULATE(SUM(FactSales[Gross_Sales]),
DATESQTD(FactSales[Order_Date]))
Result :
MTD Cumulative Sum :
MTD_GrossSales = CALCULATE(SUM(FactSales[Gross_Sales]),
DATESMTD(FactSales[Order_Date]))
DATESMTD(FactSales[Order_Date]))
Result :
Similarly we can calculate the Cumulative Sum / Running Total for YTD using the following DAX Formula..
YTD Cumulative Sum :
YTD_GrossSales = CALCULATE(SUM(FactSales[Gross_Sales]),
DATESYTD(tbl_Calendar[Date_Id]))
DATESYTD(tbl_Calendar[Date_Id]))
Similarly we can calculate the Cumulative Sum / Running Total for All the Years in the Data Model using the following DAX Formula..
Cumulative Sum for all Years:
Cumulative Sum for all Years:
Cumulative_Sales =
CALCULATE (
Sum(FactSales[Net_Sales]),
FILTER (
ALL ( tbl_Calendar[Date_Id] ),
tbl_Calendar[Date_Id] <= MAX (tbl_Calendar[Date_Id] )
)
)
Result :
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Thanks, TAMATAM ; Business Intelligence & Analytics Professional
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