Cumulative based on year and month selected

[verosu]

Hey there!

I am trying to get the cumulative values based on the selected Month, Year. The aim of the calculation is to show all cumulative months from the beginning of the selected year till the selected month from slicer, i.e. When march is selected from slicer, I would like to see cumulative from jan - march of the selected year.
Any ideas?

[Aala_Ali]

First you should have :

• A Date table marked as a date table.
• A relationship between your fact table (e.g., Sales) and your Date table.
• Year and Month slicers from the Date table.
  

  Let’s assume your measure to aggregate is called:

  [Total Sales]

  You can write a Cumulative Measure like this:

  Cumulative Sales =
  VAR SelectedYear = SELECTEDVALUE('Date'[Year])
  VAR SelectedMonth = SELECTEDVALUE('Date'[MonthNumber])

  RETURN
  CALCULATE(
  [Total Sales],
  FILTER(
  ALL('Date'),
  'Date'[Year] = SelectedYear &&
  'Date'[MonthNumber] <= SelectedMonth
  ))

• keep in mind that:
• 'Date'[MonthNumber] should be a number (e.g., January = 1).

• Separate Year and Month Slicers

  This means you add two slicers:

  • One for Year (e.g., 2023, 2024)
  • One for Month (e.g., January, February...)

  So this will give you more flexibility.
  
  Try this and it will work for you — please accept it as the solution 😉
  Good luck @verosu !

[verosu]

Hey!

Thank you for your help! But I am facing another trouble, when I selected more than a month it shows blank. Sorry, I forgot to say that I am using this DAX in a Card. 

[lbendlin]

Use a Running Total Quick Measure.