Running total based on Month Name

nareshr89 — Fri, 08 Apr 2022 13:18:16 GMT

My matrix visual contains data of different data type format from whole number, percentage to weighted average. I wanted to establish the report to conatin the running total based on a month name selected on the slicer. Need help on the same.

Re: Running total based on Month Name

Whitewater100 — Fri, 08 Apr 2022 15:09:34 GMT

Hi:

Your running total pattern will be: (I will use my measure named [Total Sales] Total Sales = SUM(SalesTable[Sales amt column]) I have a date table named Dates. Dates is marked as a data table and connected to the sales table on order date field to Dates[Date] field in the Dates Table.

RT Sales = CALCULATE([Total Sales],
FILTER(ALLSELECTED(Dates),
Dates[Dates] <= MAX(Dates[Date]))
If you want Month to filter RT then:

RT ALLEXCEPT = CALCULATE[RT Sales], ALLEXCEPT( Sales, Dates[Month Name])

Month Name is also a field in the Dates Table.

If you don't understand well, please provide your data example and I will use your table names and column names, etc.

Hope this helps!

topic Running total based on Month Name in DAX Commands and Tips

Running total based on Month Name

Re: Running total based on Month Name