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Cumulative sum by month

  • 1.  Cumulative sum by month

    Posted Jul 26, 2021 07:06 PM
    Edited by Dumidu Roshan Jul 26, 2021 07:07 PM
    Hi
    I have excel table, where in "Totals" column i have the accumulative totals per day
    Date, Month and Units are dynamic date that are synced via a server


    Formula in "Totals" being
    =SUMIFS([Units],[Month],[@Month])-(SUMIFS([Units],[Month],[@Month])-[@Units]) + IF(B1=[@Month],+D1,0)​
    how do i replicate this formula in a power query table that only has the Date, Month and Units columns?

    Any help is highly appreciated
    Thank you,
    Dumidu

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    Dumidu Roshan
    Power Platform Enthusiasts
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  • 2.  RE: Cumulative sum by month

    Posted Aug 03, 2021 09:14 PM

    This looks like a Cumulative total question ? See this.

    https://www.daxpatterns.com/cumulative-total/



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    Philippe Addelia
    Director of Business Intelligence
    Upland CA
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  • 3.  RE: Cumulative sum by month

    Posted Aug 04, 2021 04:22 AM
    Hi Dumidu,  I think you should just be able to use the DATESMTD function in DAX

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    Alison Box
    Power Bi Consultant
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