I want to sum every month; for example I want March 2026 to be the sum of March 2020 + March 2021 + March 2022 + March 2023 + March 2024 + March 2025 (so anything after the actuals month needs to be a calculation of all prior months.
Is that possible?
Best answer by Benoit
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.
+9Hi
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
+1Hey
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:
+15Hi,
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
+15What 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.
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