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

Earn the coveted Fabric Analytics Engineer certification. 100% off your exam for a limited time only!

Reply
aagj
Frequent Visitor

Help with running total

Hi, 

 

I need the running total to start over for every new months, example:

 

Date Salescumulative total
01-01-2020 1010
02-01-2020 2030
03-01-2020 1040
04-01-2020 545
05-01-2020 1055
29-01-2020 560
30-01-2020 1575
31-01-2020 580
01-02-2020 1010
02-02-2020 1525
03-02-2020 530

 

Running total=


CALCULATE (
    SUM ( Table1[Reserve Beginning Balance] ),
    FILTER (
        ALL ( Table1 ),
        Table1[Date] <= MAX ( Table1[Date] )
    )
)

 

 

1 ACCEPTED SOLUTION
v-eachen-msft
Community Support
Community Support

Hi @aagj ,

 

At first, you need to create a new column to get "YYYY-MM".

YM = 
FORMAT('Table'[Date],"yyyymm")

Then you could use column or measure to get the running total.

Column:

Column =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        'Table',
        'Table'[YM] = EARLIER ( 'Table'[YM] )
            && 'Table'[Date] <= EARLIER ( 'Table'[Date] )
    )
)

Measure:

Measure =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        ALLSELECTED ( 'Table' ),
        'Table'[YM] = MAX ( 'Table'[YM] )
            && 'Table'[Date] <= MAX ( 'Table'[Date] )
    )
)

 Here is my test file for your reference.

 

Community Support Team _ Eads
If this post helps, then please consider Accept it as the solution to help the other members find it.

View solution in original post

2 REPLIES 2
v-eachen-msft
Community Support
Community Support

Hi @aagj ,

 

At first, you need to create a new column to get "YYYY-MM".

YM = 
FORMAT('Table'[Date],"yyyymm")

Then you could use column or measure to get the running total.

Column:

Column =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        'Table',
        'Table'[YM] = EARLIER ( 'Table'[YM] )
            && 'Table'[Date] <= EARLIER ( 'Table'[Date] )
    )
)

Measure:

Measure =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        ALLSELECTED ( 'Table' ),
        'Table'[YM] = MAX ( 'Table'[YM] )
            && 'Table'[Date] <= MAX ( 'Table'[Date] )
    )
)

 Here is my test file for your reference.

 

Community Support Team _ Eads
If this post helps, then please consider Accept it as the solution to help the other members find it.
amitchandak
Super User
Super User

@aagj , Use MTD with date calendar

MTD Sales = CALCULATE(SUM(Table1[Sales]),DATESMTD('Date'[Date]))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

Helpful resources

Announcements
April AMA free

Microsoft Fabric AMA Livestream

Join us Tuesday, April 09, 9:00 – 10:00 AM PST for a live, expert-led Q&A session on all things Microsoft Fabric!

March Fabric Community Update

Fabric Community Update - March 2024

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