Running Annual Total

[Anonymous]

I have a table that has an annual amount for users that is not tied to any dates:

In a different table I have this setup:

(these 2 tables are already related through a date table). So what I need to figure out is how to get a cumulative total based on the annual amount. So for instance, we are in February. A person should have hit a total of 12% of their annual quota (6.5% from January + 5.5% from February). So for the first person with a quota of $180,000.56, they should right now be at $21,600.07. I have a formula that does return a cumulative number, however it sums it up for the entire table instead of each individual person:

Which results in:

If I click on a specific person's name, the correct value returns, but unfiltered everybody has the same $ value. How can I fix this? The idea is to have it dynamic so we can see in the future how much $ a person is expected to have by a certain date.

Other formulas involved in the above:

[amitchandak]

@Anonymous , above solution/s has worked out for you.

[v-jayw-msft · Accepted solution]

Hi @Anonymous ,

If i understand you correctly, please refer to the measure below.

Measure = SELECTEDVALUE(quota[quota ])*CALCULATE(SUM('quota%'[quota%]),FILTER(ALL('quota%'),'quota%'[month]<=SELECTEDVALUE('quota%'[month])))

Raw data:

Result would be shown as below.

 

Best Regards,

Jay

Community Support Team _ Jay Wang

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

[Greg_Deckler]

There is a running total quick measure in the Desktop that might work. Otherwise, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...