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Hi
I am trying to compare running total over 3 years. The previous 2 years are okay but I want the Running total to stop at the current month in this FY. The code I am using is
Solved! Go to Solution.
Hi @RobynMoller23
You can filter out the "future" months.
Please refer to the linked video:
https://www.youtube.com/watch?v=VXd1wl-5vKI&t=5s
in the video, they use the logic of the last transaction, you can also implement the same according to today()
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Hi @RobynMoller23
You can filter out the "future" months.
Please refer to the linked video:
https://www.youtube.com/watch?v=VXd1wl-5vKI&t=5s
in the video, they use the logic of the last transaction, you can also implement the same according to today()
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
@RobynMoller23 To calculate the running total up to the current month in this fiscal year, you can modify the code to include DATESYTD('Date_Tbl'[Date]) as follows :
FY Running total =
CALCULATE(
[Cases],
FILTER(
CALCULATETABLE(
SUMMARIZE('Date_Tbl',Date_Tbl[FY Month],Date_Tbl[Month Name]),
ALLSELECTED('Date_Tbl')
),
ISONORAFTER(
'Date_Tbl'[FY Month], MAX('Date_Tbl'[FY Month]), DESC,
'Date_Tbl'[Month Name], MAX('Date_Tbl'[Month Name]), DESC
)
),
DATESYTD('Date_Tbl'[Date])
)
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