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shahzad
Contributor II
Contributor II

Cumulative Trend in Line Chart including last year values

Dears

I want to calculate Cumulative line chart. The requirement is as below:

Lets say there is 6 years of data (2021,2022,2023,2024,2025 and 2026(until today))

Dimension as "Month" and measure should show Current year + "Last all year data in Jan"

Scenario 1:  Suppose I have 1000 records from Jan 2021 until Dec 2025, and Jan-2026  has 5 , Feb-2026 Have 9, Mar-2026 have 6 and so on.

So the expression should show :

Jan =1005

Feb =1014

Mar =1020

and so on.

Scenario 2: Suppose user selects last Year(2025) from the filter.

So the expression should be:

Jan 2025 as (Jan 2025 + All previous records until Dec 2024)

Feb 2025 as Feb 2025 + Jan 2025 + All previous records until Dec 2024

 

Best Regards

Shahzad

Labels (1)
1 Solution

Accepted Solutions
Chanty4u
MVP
MVP

Hi try this 

Dim :month 

Measure:

Sum(
{
<
Year = {"<$(=Max(Year))"}
>
}
Amount
)
+
RangeSum(
Above(
Sum(
{
<
Year = {"$(=Max(Year))"}
>
}
Amount
),
0,
RowNo()
)
)

View solution in original post

3 Replies
Chanty4u
MVP
MVP

Hi try this 

Dim :month 

Measure:

Sum(
{
<
Year = {"<$(=Max(Year))"}
>
}
Amount
)
+
RangeSum(
Above(
Sum(
{
<
Year = {"$(=Max(Year))"}
>
}
Amount
),
0,
RowNo()
)
)

shahzad
Contributor II
Contributor II
Author

Hi

Many Thanks.

It worked with slight Change. I added "Total" for the past year expression.

 

Sum(total
{
<
Year = {"<$(=Max(Year))"}
>
}
Amount
)
+
RangeSum(
Above(
Sum(
{
<
Year = {"$(=Max(Year))"}
>
}
Amount
),
0,
RowNo()
)
)

 

BR

Shahzad

Chanty4u
MVP
MVP

Glad it worked !