Running total future months only

[Kpham]

Hi,

I would like to create a running total but only for the current month and ongoing(future months). 
Can anybody advise me how I can achieve this?

Amount To Be Delivered Running Total = 
                CALCULATE(
                    SUM(Milestones[Amount Delivered (€)]),
                    FILTER(ALLSELECTED(DateDim),
                    DateDim[Date Month]<=MAX(DateDim[Date Month]
                    )))

[amitchandak]

@Kpham , try like

Amount To Be Delivered Running Total =
if(eomonth(max(DateDim[Date Month]),0) = eomonth(today(),0), CALCULATE(
SUM(Milestones[Amount Delivered (€)]),
FILTER(ALLSELECTED(DateDim),
DateDim[Date Month]<=MAX(DateDim[Date Month]
))) , blank())

[Anonymous · Accepted solution]

Hi  @Kpham ,

If "current month" means the actual current month,you should use below dax expression:

Amount To Be Delivered Running Total = 
                CALCULATE(
                    SUM(Milestones[Amount Delivered (€)]),
                    FILTER(ALLSELECTED(DateDim),
                    DateDim[Date Month]>=Month(Today())
                    )))

but if "current month" depends on the filter selection,the expression should be:

Amount To Be Delivered Running Total = 
                CALCULATE(
                    SUM(Milestones[Amount Delivered (€)]),
                    FILTER(ALLSELECTED(DateDim),
                    DateDim[Date Month]>=MAX(DateDim[Date Month]
                    )))

Best Regards,
Kelly

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[lbendlin]

That should be >= , not  <=

Also note that "current month"  depends on your filter context, and can have a different meaning from what you expect.