Running Total

[nhol]

Hi,

I have 2 years of monthly data on which I'm applying a Running Total measure as written below:

Running Total MEASURE =
CALCULATE (
SUM ( CompanyPortalDataBase[PageVisit] ),
FILTER (
ALL ( CompanyPortalDataBase),
'CompanyPortalDataBase'[Date] <= MAX ( 'CompanyPortalDataBase'[Date] )
)
)

The issue is when I'm filtering my report using a slicer on 2016 the measure works fine and it does bring 2016 running total month by month. However, when I'm selecting 2017, the measure calculates 2 years in a row which mean that January 2017 already includes the total of 2016 and it keeps accumulating from that point. This overstated the 2017 numbers.

I need to present each year running total separately.

Thanks!

NH

[v-qiuyu-msft · Accepted solution]

Hi @nhol,

Please modify the measure like below: 

Running Total MEASURE =
CALCULATE (
SUM ( CompanyPortalDataBase[PageVisit] ),
FILTER (
ALL ( CompanyPortalDataBase),
'CompanyPortalDataBase'[Date] <= MAX ( 'CompanyPortalDataBase'[Date] ) && YEAR(CompanyPortalDataBase[Date]) =YEAR(MAX(CompanyPortalDataBase[Date]))
)
)

Best Regards,
Qiuyun Yu