Rolling Total Over Months in a Matrix table

[databot_kd]

Hi Community, 

I am trying to create a DAX measure to calculate the rolling/running total over  month in a matrix table. 

See screenshot below

@Ahmedx 
@ced_f 


Thanks in advance.

[sergej_og · Accepted solution]

Hey @databot_kd ,
if you want to calculate running total within a year you can use TOTALYTD formula.
Like:

Total YTD = TOTALYTD([your Amount Measure],'Calendar'[Date])

 
Regards

[mh2587]

Running Total by Month = 
VAR CurrentMonth = MAX('YourTable'[Date])
RETURN
    CALCULATE(
        SUM('YourTable'[Value]),
        FILTER(
            ALL('YourTable'),
            'YourTable'[Date] <= CurrentMonth
        )
    )
//Try this one might help you

[databot_kd]

Hi @mh2587 ,

Unfortunately, i seem to still have some issues. 

this is dax i used:

Running Total =

VAR CurrentMonth = MAX('Transactions'[trans_date])

RETURN

    CALCULATE(

        SUM('Transactions'[amount]),

        FILTER(

            ALL('Transactions'),

            'Transactions'[trans_date] <= CurrentMonth

        )

    )

Please note i have a slicer for the FY from the calendar table and also my months in the matrix are coming from the calendar table 

The two tables are linked by the date 1 - *

[ced_f]

Hi @databot_kd ,

If you already have a calendar table in your model, what you are trying to achieve is a common year to date except if your running total is over all years.