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Anonymous
Not applicable

Cumulative total should start from base value with different starting date

Hi,

 

I am using running total to calculate dollar values over the course of two years. The problem is there are some dollar values prior to two years and not reflecting in the final value. I want to use dates for only two years but want to get the dollar values in the rolling total that are before two years. I am stuck up pretty bad, any help will be much appriciated. So far I have tried this, but still not able to proceed.

 

RunningTotalExecuted =
CALCULATE(FORMAT(SUM(Procurement_Schedule[Awarded Contract Sum ($)]),"#,,M"),
FILTER(ALLSELECTED(Date_Table),
Date_Table[Date] <= MAX(Date_Table[Date]))
)
2 REPLIES 2
v-yingjl
Community Support
Community Support

Hi @Anonymous ,

Since I'm not certain about the structure of your dataset, I have created a table like this a meaure to try to meet your requirement:

table.png

 

RunningTotal =
FORMAT (
    CALCULATE (
        SUM ( 'Table'[value] ),
        DATESINPERIOD ( 'Table'[Date], LASTDATE ( 'Table'[Date] ), -3, YEAR )
    ),
    "$#,##0"
)

 

The result is like this:

result.png

 

 

 

 

 

 

Best Regards,
Yingjie Li

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

Greg_Deckler
Super User
Super User

Not sure I follow. 

 

Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490


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