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Regular Visitor

Running Total by Month

I am brand new to Power BI Desktop and am LOVING it so far.

Except I am unable to correctly calculate a running total by month.  I have read and reread multiple posts about this already, and tried the formulats in the attached screenshot, but as you can see by the results for each formula tried, the totals do not accumlate month over month.

My expected results are:

 Month 2016 2017 Total 1 \$    2,495.00 \$    3,626.10 \$      6,121.10 2 \$    3,520.00 \$  10,816.80 \$    14,336.80 3 \$    4,545.00 \$  24,427.49 \$    28,972.49 4 \$    4,545.00 \$  37,775.18 \$    42,320.18 5 \$    4,945.00 \$  52,630.93 \$    57,575.93 6 \$    8,985.00 \$  60,193.77 \$    69,178.77 7 \$  15,232.57 \$  65,007.64 \$    80,240.21 8 \$  15,232.57 \$  97,359.53 \$  112,592.10

I have created a date table, dDateTable in the formulas and it has a 1:N relationship to my salesorder table.

Can you help me understand how to do this?  I apologize for repeating a question that has been asked before, but I just cannot get it to work on my own.

1 ACCEPTED SOLUTION

Accepted Solutions
Super User

Re: Running Total by Month

Quick question when you are creating your tables, are you using the columns (Month, Year) from the Date table?

If you are using the columns from your Fact or table with the values then the calculations that you created will not work as expected.

"Proud to be a Datanaut!"
8 REPLIES 8
Super User

Re: Running Total by Month

Quick question when you are creating your tables, are you using the columns (Month, Year) from the Date table?

If you are using the columns from your Fact or table with the values then the calculations that you created will not work as expected.

"Proud to be a Datanaut!"
Regular Visitor

Re: Running Total by Month

That was it!!  Thank you so much!!

Super User

Re: Running Total by Month

Awesome I have done that myself, and your calculations did look to be correct, well done!

"Proud to be a Datanaut!"
Regular Visitor

Re: Running Total by Month

One more question - I need to reset the total each year so that each year starts from scratch.  I changed the slicer so it is using Date and Month from the dDateTable - is that not correct?

Current output. Column and Row are Month and Date from the dDateTable

Thank you again!

Highlighted
Member

Re: Running Total by Month

Hello all;

what if I have multiple tables (Actuals, Budget, Forecast) that are joined together using a date dimension table, how do I pull of of the cumulative for each table into one visual?

Thanks

Andrew

Regular Visitor

Re: Running Total by Month

Have you tried creating a measure for each table that finds the cumulative value, then pulling the 3 measures into a visual using the year as a Colum (or Row, depending on your preference) and the the measure as the Values?

Member

Re: Running Total by Month

Thanks @barbforsman.

i have tried that but that does not seem to fix my issue. I can't use any date in my DateDimension table to pull up the cumulative for Actual, Budget and Forecast.

Here is an example of Cumulative Budget. It works as standalone when I use Budget Period as my axis but it does not work when I use [DateDimension].Fulldate or any other field from the DateDimension table. I can't seem to be able to post an image using the "Insert/Edit Image" button above to give you more details, though.

BudgetCumulative =
CALCULATE(
SUM('Budget'[Budget \$ (in '000s')]),
FILTER(
ALLSELECTED('Budget'[Budget Period]),
ISONORAFTER('Budget'[Budget Period], MAX('Budget'[Budget Period]), DESC)
)
)

Super User

Re: Running Total by Month

Hi there

You can follow my blog post on how to easily post an image: https://www.fourmoo.com/2018/02/28/how-to-paste-a-screenshot-image-into-the-power-bi-community-forum...

I would suggest opening a new question as this one is already solved?