topic Re: How to cycle FY running total (Oct-Sept) with end date selected in DAX Commands and Tips https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412723#M175246 <P>You already have a Calendar table. It probably has columns for Fiscal Year etc.&nbsp; Use these as filters for your running totals.</P> Sun, 16 Feb 2025 23:51:44 GMT lbendlin 2025-02-16T23:51:44Z How to cycle FY running total (Oct-Sept) with end date selected https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412699#M175244 <P>Hi, my current DAX doesn't cycle Oct-Sept.&nbsp; How can I update this DAX to get my running total to cycle Oct-Sept and keep my single selection slicer end date... and keep last 3 years of data from slicer selection.&nbsp;&nbsp;</P><P>&nbsp;</P><P>My running total result:&nbsp;</P><P>&nbsp;</P><P><img /></P><P>&nbsp;</P><P>&nbsp;</P><DIV><DIV><SPAN>Running Total = </SPAN></DIV><DIV><SPAN>var</SPAN><SPAN> _NumOfMonths = -</SPAN><SPAN>36</SPAN></DIV><DIV><SPAN>var</SPAN><SPAN> _ReferenceDate = </SPAN><SPAN>Max</SPAN><SPAN>('DateTable'[Date])</SPAN></DIV><DIV><SPAN>var</SPAN><SPAN> _ReferencePrevDate = </SPAN><SPAN>Max</SPAN><SPAN> ('DateTable(2)'[Date])</SPAN></DIV><DIV><SPAN>var</SPAN><SPAN> _PreviousDates = </SPAN></DIV><DIV><SPAN>FILTER</SPAN><SPAN>(</SPAN></DIV><DIV><SPAN>DatesInPeriod</SPAN><SPAN>('DateTable(2)'[Date],</SPAN></DIV><DIV><SPAN>_ReferenceDate,</SPAN></DIV><DIV><SPAN>_NumOfMonths, </SPAN></DIV><DIV><SPAN>MONTH),</SPAN></DIV><DIV><SPAN>'DateTable(2)'[Date] &lt;= _ReferencePrevDate</SPAN></DIV><DIV><SPAN>)</SPAN></DIV><DIV><SPAN>var</SPAN><SPAN> _Result =</SPAN></DIV><DIV><SPAN>&nbsp;</SPAN><SPAN>if</SPAN><SPAN>( _ReferencePrevDate &lt;= _ReferenceDate,</SPAN></DIV><DIV><SPAN>Calculate</SPAN><SPAN>(</SPAN></DIV><DIV><SPAN>&nbsp; &nbsp; </SPAN><SPAN>SUMX</SPAN><SPAN>(ExcelSheet,ExcelSheet[Value]),</SPAN></DIV><DIV><SPAN>&nbsp; &nbsp; </SPAN><SPAN>REMOVEFILTERS</SPAN><SPAN>('DateTable'),</SPAN></DIV><DIV><SPAN>_PreviousDates,</SPAN></DIV><DIV><SPAN>USERELATIONSHIP</SPAN><SPAN>('DateTable'[Date], 'DateTable(2)'[Date])</SPAN></DIV><DIV><SPAN>)</SPAN></DIV><DIV><SPAN>&nbsp;)</SPAN></DIV><DIV><SPAN>Return</SPAN></DIV><DIV><SPAN>_Result</SPAN></DIV><DIV>&nbsp;</DIV><DIV>&nbsp;</DIV><DIV><SPAN>Desired results:</SPAN></DIV><DIV><TABLE border="1"><TBODY><TR><TD>Date</TD><TD>FY</TD><TD>FY Running Total</TD></TR><TR><TD>10/31/2022&nbsp; &nbsp;&nbsp;</TD><TD>2023&nbsp; &nbsp; &nbsp;</TD><TD>21&nbsp; &nbsp; &nbsp;</TD></TR><TR><TD>11/30/2022</TD><TD>2023</TD><TD>110</TD></TR><TR><TD>12/31/2022</TD><TD>2023</TD><TD>197</TD></TR><TR><TD>1/31/2023</TD><TD>2023</TD><TD>263</TD></TR><TR><TD>2/28/2023</TD><TD>2023</TD><TD>329</TD></TR><TR><TD>3/31/2023</TD><TD>2023</TD><TD>422</TD></TR><TR><TD>4/30/2023</TD><TD>2023</TD><TD>479</TD></TR><TR><TD>5/31/2023</TD><TD>2023</TD><TD>529</TD></TR><TR><TD>6/30/2023</TD><TD>2023</TD><TD>590</TD></TR><TR><TD>7/31/2023</TD><TD>2023</TD><TD>617</TD></TR><TR><TD>8/31/2023</TD><TD>2023</TD><TD>709</TD></TR><TR><TD>9/30/2023</TD><TD>2023</TD><TD>768</TD></TR><TR><TD>10/31/2023</TD><TD>2024</TD><TD>54</TD></TR><TR><TD>11/30/2023</TD><TD>2024</TD><TD>108</TD></TR><TR><TD>12/31/2023</TD><TD>2024</TD><TD>125</TD></TR><TR><TD>1/31/2024</TD><TD>2024</TD><TD>150</TD></TR><TR><TD>2/29/2024</TD><TD>2024</TD><TD>184</TD></TR><TR><TD>3/31/2024</TD><TD>2024</TD><TD>195</TD></TR><TR><TD>4/30/2024</TD><TD>2024</TD><TD>250</TD></TR><TR><TD>5/31/2024</TD><TD>2024</TD><TD>327</TD></TR><TR><TD>6/30/2024</TD><TD>2024</TD><TD>395</TD></TR><TR><TD>7/31/2024</TD><TD>2024</TD><TD>457</TD></TR><TR><TD>8/31/2024</TD><TD>2024</TD><TD>515</TD></TR><TR><TD>9/30/2024</TD><TD>2024</TD><TD>580</TD></TR><TR><TD>10/31/2024</TD><TD>2025</TD><TD>13</TD></TR><TR><TD>11/30/2024</TD><TD>2025</TD><TD>65</TD></TR><TR><TD>12/31/2024</TD><TD>2025</TD><TD>143</TD></TR><TR><TD>1/31/2025</TD><TD>2025</TD><TD>183</TD></TR><TR><TD>2/28/2025</TD><TD>2025</TD><TD>271</TD></TR><TR><TD>3/31/2025</TD><TD>2025</TD><TD>297</TD></TR><TR><TD>4/30/2025</TD><TD>2025</TD><TD>&nbsp;</TD></TR><TR><TD>5/31/2025</TD><TD>2025</TD><TD>&nbsp;</TD></TR><TR><TD>6/30/2025</TD><TD>2025</TD><TD>&nbsp;</TD></TR><TR><TD>7/31/2025</TD><TD>2025</TD><TD>&nbsp;</TD></TR><TR><TD>8/31/2025</TD><TD>2025</TD><TD>&nbsp;</TD></TR><TR><TD>9/30/2025</TD><TD>2025</TD><TD>&nbsp;</TD></TR></TBODY></TABLE></DIV></DIV> Mon, 17 Feb 2025 01:02:57 GMT https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412699#M175244 Marcus2 2025-02-17T01:02:57Z Re: How to cycle FY running total (Oct-Sept) with end date selected https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412723#M175246 <P>You already have a Calendar table. It probably has columns for Fiscal Year etc.&nbsp; Use these as filters for your running totals.</P> Sun, 16 Feb 2025 23:51:44 GMT https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412723#M175246 lbendlin 2025-02-16T23:51:44Z Re: How to cycle FY running total (Oct-Sept) with end date selected https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412727#M175247 <P>Thanks&nbsp;<a href="javascript:void(0)" data-lia-user-mentions="" data-lia-user-uid="100342" data-lia-user-login="lbendlin" class="lia-mention lia-mention-user">lbendlin</a>,&nbsp;have an example?&nbsp; <span class="lia-unicode-emoji" title=":slightly_smiling_face:">🙂</span></P> Sun, 16 Feb 2025 23:55:23 GMT https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412727#M175247 Marcus2 2025-02-16T23:55:23Z Re: How to cycle FY running total (Oct-Sept) with end date selected https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412736#M175248 <P>That's not how this works. Other way round.</P> <P>&nbsp;</P> <P>Please provide sample data that covers your issue or question <STRONG>completely</STRONG>, in a <STRONG>usable</STRONG> format (not as a screenshot).<BR />Do not include sensitive information. Do not include anything that is unrelated to the issue or question. <BR />Please show the expected outcome based on the sample data you provided. <BR /><BR />Need help uploading data? <A href="https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216" target="_blank">https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216</A> <BR />Want faster answers? <A href="https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523" target="_blank">https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523</A></P> Mon, 17 Feb 2025 00:17:35 GMT https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412736#M175248 lbendlin 2025-02-17T00:17:35Z Re: How to cycle FY running total (Oct-Sept) with end date selected https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412937#M175254 <P>Thanks, I found what I needed... took me a while.&nbsp; I'm new to DAX</P> Mon, 17 Feb 2025 03:30:30 GMT https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/How-to-cycle-FY-running-total-Oct-Sept-with-end-date-selected/m-p/4412937#M175254 Marcus2 2025-02-17T03:30:30Z