Running total by month based on selected year

[Anonymous]

Hi Team,

I need your help in solving the below problem.

Need to find out the running total based on selected year and show by month,here is sample data.

Thanks,
Raj

[themistoklis]

@Anonymous 

Try the following formula:

Cumulative_Actual = 
CALCULATE (
    SUM ( Sheet1[Values] ),
    FILTER( ALL (Sheet1 ),
    Sheet1[Month] <= MAX( Sheet1[Month] ))
)

[Anonymous]

Just to give you more information, the test field is a calculated measure of average of 4 year.

[v-lionel-msft · Accepted solution]

Hi,

Please try the formula.

Running total =

CALCULATE(

    SUMX(

        SUMMARIZE( Sheet1, [Month], "_test", [Test] ),

        [Test]

    ),

    FILTER(

        ALLSELECTED(Sheet1),

        Sheet1[Month] <= MAX([Month])

    )

)

Best regards,
Lionel Chen

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

[themistoklis]

@Anonymous 

It is a bit confusing now.

Do you require cumulative total across 12 months on a selected year; based on the initial description?

or Average across selected years ... and cumulative sum on this average, across months?

If you could send a sample table of how you want the output table to look like that would be great

[Anonymous]

this is what i am seeing in the output after implementing.

[lkalawski]

Hi @Anonymous 

Did you try to use this pattern:

https://www.daxpatterns.com/cumulative-total/

Please add the sample data or .pbix file without personal information and I will try to help you. 

_______________
If I helped, please accept the solution and give kudos! 😀

[Anonymous]

Here i want to show cummulative for each year by month.

[Anonymous]

I tried it but it is not giving the righ result.