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untrue Visitor
Visitor

Another question on Rolling Sum

I have a table of quantities and respective dates. I want to create a Rolling Sum by quarters.

E.g. the table is the following:

Date            Qty

01-Jan-17     7

01-Oct-17     2

 

The formula I am using:

 

Running Total CANX Quantity =
CALCULATE (
SUM(Table[Qty]),
FILTER (
ALL( Table ),
Table[Date] <= max(Table[Date])
),
)

 

The problem is that in the Matrix Viz the Data is shown as:

 

2017

Qtr 1    Qtr 2    Qtr 3     Qtr 4

 7                                     9

 

And I need  Qtr 2 and Qtr 3 also display 7

 

Any suggestions?

1 ACCEPTED SOLUTION

Accepted Solutions
v-ljerr-msft Super Contributor
Super Contributor

Re: Another question on Rolling Sum

Hi @untrue,

 

Do you have an individual Calendar table? If not, you need to create one first(using CALENDAR Function (DAX)).

 

Then you should be able to use the formula below to create the measure and show it within the Matrix with the date column from the created Calendar table.

Running Total CANX Quantity = 
CALCULATE (
    SUM ( Table1[Qty] ),
    FILTER ( ALL('Date'),'Date'[Date]<=MAX('Date'[Date])&&'Date'[Year]=MAX('Date'[Year]))
)

r1.PNG

 

Here is sample pbix file for your reference.Smiley Happy

 

Regards

1 REPLY 1
v-ljerr-msft Super Contributor
Super Contributor

Re: Another question on Rolling Sum

Hi @untrue,

 

Do you have an individual Calendar table? If not, you need to create one first(using CALENDAR Function (DAX)).

 

Then you should be able to use the formula below to create the measure and show it within the Matrix with the date column from the created Calendar table.

Running Total CANX Quantity = 
CALCULATE (
    SUM ( Table1[Qty] ),
    FILTER ( ALL('Date'),'Date'[Date]<=MAX('Date'[Date])&&'Date'[Year]=MAX('Date'[Year]))
)

r1.PNG

 

Here is sample pbix file for your reference.Smiley Happy

 

Regards