cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
lmundia
Frequent Visitor

Rolling totals

I have two DAX queries that I am not sure how to combine to get the outcome that I need. I want my revenue running totals to roll up to Quarter, half year and year like in my second column (in the image below) but also have the cummulated change Month over Month like my first column. Thank you in advance 

Revenue_Variance  Running Totals = 
CALCULATE(
	'fact_financials'[Revenue_Variance],
	FILTER(
		CALCULATETABLE(
			SUMMARIZE(
				'dim_date',
				'dim_date'[fiscal_month_number],
				'dim_date'[month_name],
				'dim_date'[fiscal_quarter],
				'dim_date'[fiscal_half_year],
				'dim_date'[fiscal_year]
			),
			ALLSELECTED('dim_date')
		),
		ISONORAFTER(
			 'dim_date'[fiscal_year], MIN('dim_date'[fiscal_year]),DESC,			 
			 'dim_date'[fiscal_half_year], MIN('dim_date'[fiscal_half_year]),DESC,
			 'dim_date'[fiscal_quarter], MIN('dim_date'[fiscal_quarter]), DESC,
			 'dim_date'[fiscal_month_number], MIN('dim_date'[fiscal_month_number]), DESC,
			 'dim_date'[month_name], MIN('dim_date'[month_name]), DESC
		)
	)
)
Revenue_Variance running total in Revenue = 
CALCULATE(
	'fact_financials'[Revenue_Variance],
	FILTER(
		ALLSELECTED('fact_financials'[Revenue]),
		ISONORAFTER('fact_financials'[Revenue], MAX('fact_financials'[Revenue]), DESC)
	)
)

image.png

1 REPLY 1
v-ljerr-msft
Microsoft
Microsoft

Hi @lmundia,

 

Could you post your table structures with just some sample/mock data, and the expected result against the data? So that it will be easier for us to do some tests on it, to see if we can find a solution for you. It's better that you can just share a sample pbix file. You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading. Smiley Happy

 

Regards

Helpful resources

Announcements
June 2022 update 768X460.jpg

Check it out!

Click here to read more about the June 2022 updates!

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Power BI Dev Camp Session 23 768x460.jpg

Check it Out!

Mark your calendars and join us on Thursday, June 30 at 11a PDT for a great session with Ted Pattison!

June 20 episode 7 with aka link 768x460.jpg

The Power BI Community Show

Join us on June 20 at 11 am PDT when Kim Manis shares the latest on Azure Synapse analytics, the Microsoft Intelligent Data Platform, and notable Power BI Updates from Microsoft Build 2022.

Top Solution Authors
Top Kudoed Authors