Running Total for a given start and end date

[VendettaBob]

I would like to put 2 running totals for this year and the previous year on the same chart.

My calc for the running total is:

CALCULATE (
    [Is SHEQ],
    FILTER (
        ALLSELECTED('EventYearMonth'[DateValue]),
        'EventYearMonth'[DateValue] <= MAX ( 'EventYearMonth'[DateValue])
     && MAX('EventYearMonth'[DateValue]) <= TODAY()  )

Rather than having a relative slicer on the visual with "this year". I would like to include it within the calculation. This way I can overlay the previous and current years.

Is this possible?

[v-yangliu-msft · Accepted solution]

Hi  @VendettaBob ,

I created some data:

Here are the steps you can follow：

1. Create measure.

Measure =
IF(
    YEAR(MAX('Table'[date]))=YEAR(TODAY()),
    CALCULATE(SUM('Table'[amount]),FILTER(ALL('Table'),'Table'[date]<=TODAY()&&'Table'[date]>=DATE(YEAR(TODAY()),1,1))),
    IF(
        YEAR(MAX('Table'[date]))=YEAR(TODAY())-1 ,
     CALCULATE(SUM('Table'[amount]),FILTER(ALL('Table'),
        'Table'[date]>=DATE(YEAR(TODAY())-1,1,1)&&'Table'[date]<=DATE(YEAR(TODAY()),12,31)))))

2. Result:

Best Regards,

Liu Yang

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

[amitchandak]

@VendettaBob , Create a measure like

var _max1 = MAX ( 'EventYearMonth'[DateValue])
var _max = date(year(_max1), month(_max1)-12, day(_max1))
var _today = date(year(TODAY()), month(TODAY())-12, day(TODAY()))
return
CALCULATE (
[Is SHEQ],
FILTER (
ALLSELECTED('EventYearMonth'[DateValue]),
'EventYearMonth'[DateValue] <= _max
&& MAX('EventYearMonth'[DateValue]) <= _today ) )