Rolling 12 Month Sum Visual

[desmon316]

Hi,

I am trying to create a Running total Visual. When I use Filter, I get a flat line. When I use Datesinperiod, I get the sum for the individual months, but not the cumulative sum (While using Power Charts in Excel, I do know we can use running totals, which I do not know if it is available in Power BI)

I get the required result when I use DATESYTD, but the issue is I have to change Financial Year end every month. If I do not use Financial Year end, then it resets the sum for 1st of Jan.

How Do I create a visual which shows the visual as when I uses DATESYTD, but not resetting every Jan.

When using Filter:

When I use Datesinperiod:

 

When I use DATESYTD:

I would prefer a visual similar to the one above.

Thanks

[v-yiruan-msft]

Hi  @desmon316 ,

You can refer the following links to get it:

DAX method:

5 ways to Calculate Last 12 Months in DAX for Power BI

Cumulative Total/Rolling Sum Last 12 months

Rolling 12 months

Power Query method:

Rolling 12 Months in Power Query

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

[desmon316]

Hi @v-yiruan-msft ,

Thank you for the email. 

Solved: Cumulative Total/Rolling Sum Last 12 months - Microsoft Power BI Community Works interms of calculating the cumulative sum. I am getting the following graph: 

The reason can be that the dates to which the calendar table is linked to has dates till 2025. Date column 

If I filter on Relative Date:

If I use the last solution from 5 ways to Calculate Last 12 Months in DAX for Power BI which lets me select 

Please provide an email or link to upload or set permission to share file.

Regards

Desmond

[v-yiruan-msft]

Hi @desmon316 ,

You can refer the following link to upload the file to the community, please grant me the proper permission to access your file. Thank you.

How to upload PBI in Community

Best Regards

[desmon316]

i @yingyinr ,

Please find the data file and required pbix file attached in the download link. https://we.tl/t-phrX2ydDuX

Regards