Cumulative Reset by Quarter

DAX DAX Calculations
1

Hello all,

I need help with a DAX Measure to have a Cumulative Total by Quarterly. I find the way to have the Cumulative Total but not the Cumulative Total by Quarterly.

I also find a way with a calculated column but I want to solve it with a measure.

In Excel I detailed what I need (vol column is the only one I have in the fact table)

image
image741×387 8.25 KB

I attached a simple version of my data model.

Thanks

CumulativeTotalsbyQuarterly.pbix (26.6 KB)
DataCumulative.xlsx (11.9 KB)

1 Like
2

CumulativeTotalsbyQuarterly.pbix (83.1 KB)

Hi @scancela.90

I added in the EDNA date table, and marked that as a date table. Also turned off the auto date time tables/functionality in the options.

Updated your measures, turned your measures table into a proper measures table (I hide the column 1 by right clicking.

Thanks

DJ

3

Thanks @DavieJoe for your time and immediate help.

Your solution it is what I needed. However, I do have a Date Table not shown in the model. That month it is needed because each month has a different start and end date based on the client. I present a simple version of the data model to make it easier to understand.
Do you think there is a way to do the same without the TOTALQTD?

4

Hi DJ

I find another solution, that is useful to me because I cannot use in this case the TOTALQTD.
Quarterly Cumulative Vol =
CALCULATE (
[Vol],
ALLEXCEPT ( ‘Month’, ‘Month’[Quarterly] ),
‘Month’[Sort Month] <= SELECTEDVALUE( ‘Month’[Sort Month] )
)

Thanks for your help and time.

Regards from Uruguay.
Santiago

CumulativeTotalsbyQuarterly.pbix (26.8 KB)

1 Like