Cumulative Total Across Multiple Date Hierarchies

AlexWangVA — Thu, 16 Apr 2026 15:06:46 GMT

Hello everyone,

I am working with SAS Visual Analytics and trying to create a bar chart that displays cumulative totals across multiple date hierarchies (e.g., Year and Month). I have successfully implemented a basic cumulative total using the CumulativePeriod function for a single year, following the approach suggested in a recent community thread (using CumulativePeriod(_Sum_, Value, IgnoreAllTimeFrameFilters, 'Year'n, Inferred, ByYear, 0, 1, Full)).

However, my requirement extends beyond a single date hierarchy. Specifically, I need the cumulative total to reset at the beginning of each year while still displaying data for multiple years side by side in the same bar chart. When I add multiple years to the category role, the cumulative calculation does not behave as expected — it either accumulates across all years without resetting, or returns missing values due to date reference conflicts.

My questions are:

How can I configure the CumulativePeriod calculation to properly reset at each year boundary when multiple years are displayed in a bar chart?
Is there a recommended approach for handling mixed date hierarchies (e.g., Year as a group-by and Month as the category) in cumulative calculations?
Are there any known limitations or workarounds when using Period to Date calculations across multiple date hierarchies in SAS VA?

I am using SAS Viya 4 with the latest version of Visual Analytics. Any guidance or examples would be greatly appreciated.

Thank you!

Re: Cumulative Total Across Multiple Date Hierarchies

sbxkoenk — Fri, 17 Apr 2026 10:27:33 GMT

on using the CumulativePeriod operator ...

See
VA Report Example: Ways to use the Cumulative Period operator
by TeriPatsilaras on 23-SEP-2020

https://communities.sas.com/t5/SAS-Communities-Library/VA-Report-Example-Ways-to-use-the-Cumulative-Period-operator/ta-p/686129

The above SAS Communities Library - article also discusses a cumulative sum of monthly expenses with a reset for each year.

BR, Koen

topic Re: Cumulative Total Across Multiple Date Hierarchies in SAS Visual Analytics

Cumulative Total Across Multiple Date Hierarchies

Re: Cumulative Total Across Multiple Date Hierarchies