Running total

NAME:

Running total performance measure

 

DESCRIPTION:

Calculate the running total of some column containing numerical values over any given period of time.

 

PARAMETERS:

Name: Base value

Tooltip: The value you want to measure the running total performance on.

Type: Numerical field / measure

 

Name: Dates

Tooltip: The dates interval wherein you want to calculate the running total.

Type: Date field

 

DAX:

Approach if you have a time dimension:

 

Running total of {Base value} =

Calculate(

 SUM({Base value}),

 FILTER(

  (ALL({Dates}),

  {Dates} <= MAX ( {Dates from time dimension} )

 )

)

 

Approach if you don't have a time dimension (this will only work if you have a row for each period of {Dates} in your date column):

 

Running total of {Base value} =

Calculate(

 SUM({Base value}),

 FILTER(

  (ALL({Dates}),

  {Dates} <= MAX ( {Dates} )

 )

)

 

 

If you take a look at the .pbix, you'll find syntax for creating a time dimension and making the monthname + year column.

 

Don't hesitate to ask about the measure. I'll gladly elaborate on anything regarding it.