Good morning,
I know I'm not the first to ask questions regarding cumulative totals, but I'm kind of lost here. I've managed to setup a Matrix and Chart visualisation to display Cumulative Totals, which works nicely. However, I can't seem to tell the data to stay within it's own year. This results in the following overviews:
As you can see the left-sided matrix and chart contain the total values itself, and the right-sided ones contain the cumulative values. No matter what I try, each year keeps adding up the previous year's value instead of starting from 0 again.
When I single out a year it does filter the data correctly:
I've already read up on existing topics, such as the "running total" topic, but I can't seem to get this to work.
Also, as certain topics suggested, I've created a date table with the following relation:
However this is just a relation on it's own, I'm not using the related Date table columns at all, because it gives the same results.
The measure in the table, to calculate the Cumulative value is as follows:
CumulativeOffer = CALCULATE ( SUM ( [EstimatedValue.Value] ), FILTER ( ALLSELECTED ( OpportunitySet), OpportunitySet[FirstQuoteDate] <= MAX ( OpportunitySet[FirstQuoteDate]) ) )
I'm guessing it's still missing an additional && statement in the FILTER part of the formula, which should tell the data to be "grouped" by Year?
Have any of you already solved this mystery? The outcome I'm hoping for should look like this: