topic Re: Running Total lastyear in DAX Commands and Tips

Running Total lastyear

Paulo123 — Mon, 31 Jan 2022 11:51:08 GMT

hi, I wanted the measure to return the accumulated value of the last year. but when I filter for example the year 2021, it should return the accumulated value for the year 2020 but it returns blank. The measure:

LY_V_LI_ACUM =

CALCULATE (SUMX (VALUES(Dados[Mês]),[LY_VL]),

FILTER ( ALLSELECTED ( Dados), Dados[Data Valor] <= MAX(CALENDARIO[Date])

))

Re: Running Total lastyear

ValtteriN — Mon, 31 Jan 2022 12:20:04 GMT

Hi,

I recommend creating a normal RT calculation like:
RT =

CALCULATE (SUM (Dados[Mês])

ALLSELECTED ( Dados), Dados[Data Valor] <= MAX(CALENDARIO[Date])

)

Then create LY measure like this:
[RT LY] =
CALCULATE([RT],SAMEPERIODLASTYEAR(CALENDARIO[Date]))

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

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Re: Running Total lastyear

Paulo123 — Tue, 01 Feb 2022 16:45:44 GMT

hi ValtteriN

keeps returning blank

Re: Running Total lastyear

ValtteriN — Tue, 01 Feb 2022 17:03:59 GMT

Sorry about that, Here is a revised version:

RT =
var maxdate = MAX(CALENDARIO[Date]) return

CALCULATE (SUM (Dados[Mês])

ALL( CALENDARIO), CALENDARIO[Date] <= maxdate

)

Also for future reference check this article by SQLBI about the topic: https://www.sqlbi.com/articles/computing-running-totals-in-dax/

Re: Running Total lastyear

V-lianl-msft — Mon, 07 Feb 2022 06:15:29 GMT

Hi Paulo123 ,

Sorry, It's hard to give an accurate formula without detail information. SAMEPERIODLASTYEAR works well in my model. Please refer to this pbix

Best Regards,
Liang
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