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!
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
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
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
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
