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Super User
Super User

Calculate monthly YTG running total AND always actualize monthly YTD value in the same column

Hey there,


I'm working on one report which requests to calculate the monthly YTG running total based on the actualized YTD value as below. That YTG value will keep update since we will actualize YTD data month by month. (see below fomula) 


C = last month leftover (B-A) + this month B - this month A


Here I marked the actual value in orange and calculated value in yellow on both Jun table and Jul table. 


By the end of Jun, Jul C is calculated.  Jul C = Actualized Jun C + Jul B - Jul A = 7+12-13 = 6

By the end of Jul, Jul C is actualized as 8.

same as the following months value.


 (A, B and C are from the different tables, so I can apply summarize dax to combine A, B and actualized C into one table). SO, how should i calculate in BI? In order to make sure that YTD C value is always actualized month by month and YTG is calculated based on the latest month's actual value. Thanks! 







Super User
Super User

Any thoughts? Thanks!

Super User
Super User

@v-luwang-msft My expected results is the table same as above. (but it can be calculated each month with the new month actualized number) For example, when I actualize Jun C value, then Jul thru Dec C value will be calculated automatically. After we move to Aug (at that time, Jul C value will be actualized, then Aug thru Dec Value C will re-calculated based on the Jul actualized data). 

Community Support
Community Support

Hi @naoyixue1 ,

What you expect result output according the two table?



Best Regards


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