In this example, I want to show you how we can generate cumulative totals but only up to a certain point.
A really relevant example if you are running some time comparison analysis and you’re looking at trends over time as a cumulative total in Power BI.
Here’s a description of a specific scenario below.
You want to analyse your results up to a certain date versus the results that you received last year, but because of the misalignment of data, you might have results that look like they exist in the future when those dates haven’t actually come up yet.
Utilizing this simple technique that I run through in this tutorial allows you to create a visualization which actually looks more realistic. Where you only see results up to say the last sale date, for example.
This isn’t a very difficult DAX formula technique but one that I’ve seen requested many times in the Enterprise DNA Support Forum from members.
It’s well worth having a good understanding of how you can utilize Variables (VAR) effectively inside of your DAX formulas which I what I have done here.
When trying to showcase trends overtime inside of Power BI, the best thing to do is utilise cumulative totals and to show them visually inside of an area chart in my view.
I believe this is the most effective visual that you can use when analyzing or comparing trends over time.
For more trend analysis related examples, check out the links below.
Enjoy working through this one.
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