DAX Cumulative Budget Measure

Notes

Add a year filter inside FILTER if the cumulative total should restart each fiscal year.

Requirements

• A marked Date table and a Budget table.

How to use this measure

1. In Power BI Desktop, select the table that should hold the measure and choose New measure on the ribbon.
2. Paste the code, then replace the placeholder table and column names with your own. The My table names fields above do this for you.
3. Run it through the DAX Formatter if you want it laid out in your team's style.

Related DAX measures

• Running BalanceAccumulates a transaction amount into a running balance up to the current date filter context.
• Budget vs Actual (Value and %)Compares actual sales to budgeted sales, showing both the dollar gap and the percentage achieved.
• Cumulative TotalAccumulates sales from the start of the data through the current date filter context.
• Cumulative Distinct CountCounts how many distinct customers have ever purchased up to and including the current date filter context.
• DSO (Days Sales Outstanding)Estimates the average number of days it takes to collect payment after a sale.
• Opening Balance and Closing BalanceCalculates the account or inventory balance at the start and end of the current filter period.

More DAX resources

Browse all 175 measures in the Power BI DAX Measures Library, or search the library for something similar to Cumulative Budget.