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
Carousel_PBI_Wave1

2023 Release Wave 1 Plans

Power BI release plans for 2023 release wave 1 describes all new features releasing from April 2023 through September 2023.

Power BI Summit Carousel 2

Global Power BI Training

Make sure you register today for the Power BI Summit 2023. Don't miss all of the great sessions and speakers!

Thank you 2022 Review

2022 Monthly Feature Releases

We had a great 2022 with a ton of feature releases to help you drive a data culture.