Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
Rck7
Helper II
Helper II

How to calculate running totals starting from a specific date to the latest date of my data table?

Hi Friends,

I have data values in my data table from dates starting from OCT 14- Latest date.  I am looking to create a measure to calculate Running totals for the values starting from Oct 15 - Latest date (excluding the year 2014) with out using any date slicers. How would I be able to do that?

Date column structure:

10-19-2017 2-21-06 PM.pngKindly, help!!!!
Thank you.

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

You can try this one:

 

I'm assuming that the column [UsageDate] is in your FACT table, and relates to the [Date] column in your CALENDAR table.  Please note that time intelligence like this will require a calendar table.  There is lots of good documentation on building a good calendar table. Try looking here, Matt Alington has made a nice table and posted it on PowerPivotPro.

 

[Running Total Measure] :=
CALCULATE (
    [Base Measure],
    //likely summing up a certain column
    FILTER (
        ALL ( CalendarTable ),
        CalendarTable[Date] >= DATE ( 2015, 1, 1 ) //Currently hardcoded to 1/1/2015, but this could be made dynamic later
            && CalendarTable[Date] <= MAX ( CalendarTable[Date] )
    )
)

Also look at PowerPivotPro's articles on the Greatest Formula In The World...GFITW.  This measure is based on that pattern.

 

Cheers,


~ Chris H

 

View solution in original post

1 REPLY 1
Anonymous
Not applicable

You can try this one:

 

I'm assuming that the column [UsageDate] is in your FACT table, and relates to the [Date] column in your CALENDAR table.  Please note that time intelligence like this will require a calendar table.  There is lots of good documentation on building a good calendar table. Try looking here, Matt Alington has made a nice table and posted it on PowerPivotPro.

 

[Running Total Measure] :=
CALCULATE (
    [Base Measure],
    //likely summing up a certain column
    FILTER (
        ALL ( CalendarTable ),
        CalendarTable[Date] >= DATE ( 2015, 1, 1 ) //Currently hardcoded to 1/1/2015, but this could be made dynamic later
            && CalendarTable[Date] <= MAX ( CalendarTable[Date] )
    )
)

Also look at PowerPivotPro's articles on the Greatest Formula In The World...GFITW.  This measure is based on that pattern.

 

Cheers,


~ Chris H

 

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.