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PowerBI Tutorial: Showing the Cumulative Totals for the Financial Year

The Financial Year

In this 20 minute video, Simon will show you how to create a line graph along with a slicer to compare different financial years with the cumulative values. This means, for example, that you can compare data from 2015/16 with 2018/19.

In this tutorial, we use the fiscal year but you can adapt the calculation to work out any number of data comparisons, such as:

  • Cumulative percentages
  • Days or hours spent on a project
  • Number of orders placed or lost

With Power BI the options are almost endless. If you need any extra help, please contact us - we are happy to help!

PowerBI line graph showing cumulative totals for the financial year

Use the starter exercise files if you want to follow along or the completed files if you want to see the result.

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