cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
raymondpocher
Advocate II
Advocate II

running total for multiple months or years

Hello Community,

 

I am looking for a way to calculcate the running total for a number of years or months. E.g. I want to accumulate the values like:

Running Total 1 Year

Running Total 2 Year

Running Total 3 Year

Running Total 4 Year

 

And have it all displayed in a table to consists of 20+ years.

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly without seeing how expected outcomes look like, but please try to write measures like below.

 

 

Running total one year measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -1, YEAR ),
    [Your total measure]
)

 

 

 

Running total two years measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -2, YEAR ),
    [Your total measure]
)

 

 

 

Running total three years measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -3, YEAR ),
    [Your total measure]
)

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


View solution in original post

2 REPLIES 2
raymondpocher
Advocate II
Advocate II

that seemed to be working 🙂 thank you

Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly without seeing how expected outcomes look like, but please try to write measures like below.

 

 

Running total one year measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -1, YEAR ),
    [Your total measure]
)

 

 

 

Running total two years measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -2, YEAR ),
    [Your total measure]
)

 

 

 

Running total three years measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -3, YEAR ),
    [Your total measure]
)

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


Helpful resources

Announcements
November 2022 Update

Check it Out!

Click here to read more about the November 2022 updates!

Microsoft 365 Conference â__ December 6-8, 2022

Microsoft 365 Conference - 06-08 December

Join us in Las Vegas to experience community, incredible learning opportunities, and connections that will help grow skills, know-how, and more.

Power BI Dev Camp Session 27

Ted's Dev Camp

This session walks through creating a new Azure AD B2C tenant and configuring it with user flows and custom policies.