Hi 

I hope this may help.

FILTER is on Month to filter plan months, in this case Mar 2025 is the only month in this plan Bus Plan 25

Base Data 

Hey ​@marielynng 

You can also take a look at the Calculated Items feature, which allows you to cumulate values across previous months. Here’s an example that uses years, but the same logic can be applied to months:

Hi, 

The cumulate function can be grouped :

CUMULATE('Renewal Bookings Total Monthly Billings Amount new', Month, Month.'Month of Year')

my source inputs : 

Mar 23 : 10

Mar 24 : 10

Mar 25 : 10

Cumulated by Month and grouped by Month of Year :

Mar 23 : 10

Mar 24 : 20

Mar 25 : 30

Mar 26 : 30

Mar 27 : 30

Mar 28 : 30

Hope this helps.

Best,

Thank you all, March was just an example. I need this for all months for anything that isn’t an “actual” month.

A calculated item also will not help me since I need to call this metric for other calculations.

I will try the cumulate and let you know

What about this one:

If(Isactual,'Renewal Bookings Total Monthly Billings Amount new', CUMULATE('Renewal Bookings Total Monthly Billings Amount new',Month,Month.'Month of Year'))

In this one, actuals inputs stayed the same, while forecast takes the sum by Month of Year.

That worked! Thank you so much