98.7% Of all customers recommend us, we're so confident about our results we publish all reviews and stats
View Live Stats View Reviews
Forum home » Delegate support and help forum » Microsoft Power BI training and help » Cumulative Giving
Cumulative Giving
Resolved · Low Priority · Version 2016
Mon 28 Oct 2019, 09:57Delegate Lou said...
Lou has attended:
Power BI Modelling, Visualisation and Publishing course
Excel VBA Introduction course
Cumulative Giving
Hello, me again!
I am trying to create a line chart, split by financial year, showing cumulative giving for each year starting at zero.
I currently have a measure which reads
running YTD = calculate(sum('Gift Export'[Gift Amount]),filter(ALL('Dates'),Dates[Dates]<=max('Dates'[Dates])),VALUES(Dates[MonthName]))
but this is giving me monthly values rather than increasing month on month, and they're not right!
I tried something previously but that didn't see each year beginning at zero.
Thanks!
Mon 28 Oct 2019, 12:12Trainer Jens said...
RE: Cumulative Giving
Hi Lou,
Thank you for the forum question.
Try something like:
running YTD = calculate(sum('Gift Export'[Gift Amount]),DATESYTD(Dates[Dates]))
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
Mon 28 Oct 2019, 12:30Trainer Jens said...
RE: Cumulative Giving
Hi Lou,
Another approach could be:
running YTD = TOTALYTD(sum('Gift Export'[Gift Amount]),Dates[Dates])
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
Tue 29 Oct 2019, 13:40Delegate Lou said...
RE: Cumulative Giving
Hi Jens,
I think the issue might be that my year starts in August. The months are in the right order but I'm not sure I've told it to start the year in August.
Thanks
Tue 29 Oct 2019, 14:00Trainer Jens said...
RE: Cumulative Giving
Hi Lou,
Try:
running YTD = calculate(sum('Gift Export'[Gift Amount]),DATESYTD(Dates[Dates],"07/31"))
The year will now start 1 August
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
|
Welcome. Please choose your application (eg. Excel) and then post your question. Our Microsoft Qualified trainers will then respond within 24 hours (working days). Frequently Asked Questions
Any suggestions, questions or comments? Please post in the Improve the forum thread. |
Power BI tip:Scheduled Refresh and Power BI ServiceIf you're using Power BI Service, set up scheduled refresh for your datasets. This ensures that your reports are always up-to-date with the latest data. Understand the refresh limits imposed by Power BI Service and optimize your data model and queries to stay within those constraints. |
