Running Totals per Month

[mlbrga]

Hi,

I can't seem to run my running totals properly when using the date table (Relationship between First Transaction Date and Date in Date Table) and x-axis categorical type, but functions okay when used with a "Continuous" X-Axis using the First Transaction Date on the Transaction Table.

Continuous using First Transaction Date from Transaction Table:

Categorical using Date from Date Table: 

Here's the current code:

Running Total Dragonpay Users =

CALCULATE(

    COUNTA('Dragonpay Transactions'[Customer#]),

    FILTER(

        ALLSELECTED('Dragonpay Transactions'[First Transaction Date]),

        ISONORAFTER('Dragonpay Transactions'[First Transaction Date], MAX('Dragonpay Transactions'[First Transaction Date]), DESC)

    )

)

I need to be able to summarize the running total in such a way it only shows the running total movement per month, and not per data point. Thank you!

[amitchandak · Accepted solution]

@mlbrga , You can have running total like

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all('Date'),'Date'[date] <=max('Date'[date])))

if you want it to be reset at the month level

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))

[mlbrga]

Thank you so much @amitchandak !