topic Re: Running Total per month in DAX Commands and Tips

Running Total per month

ENGFAKAYODE — Tue, 16 Aug 2022 14:50:12 GMT

Hi All,

I,ve been trying to get a running total from this table I didnt get how the profit per month and I to get the running total per month restarting every year like this

Any help would be appreciated

Re: Running Total per month

ENGFAKAYODE — Wed, 17 Aug 2022 09:53:02 GMT

Hi All,

I,ve been trying to get a running total from this table

I didnt get how to calculate the profit per month and I want to get the running total per month restarting every year like this

Any help would be appreciated

Re: Running Total per month

nvprasad — Wed, 17 Aug 2022 09:58:48 GMT

Hi ENGFAKAYODE,

You need Date Column or Index Column for calculating running total.

Appreciate a Kudos! ‌‌
If this helps and resolves the issue, please mark it as a Solution! ‌‌

Regards,
N V Durga Prasad

Re: Running Total per month

ENGFAKAYODE — Wed, 17 Aug 2022 10:28:42 GMT

Ok,How can I create the date or index column.Am new to power bi

Re: Running Total per month

lbendlin — Thu, 18 Aug 2022 02:05:07 GMT

Please provide sanitized sample data that fully covers your issue. I can only help you with meaningful sample data.
Please paste the data into a table in your post or use one of the file services like OneDrive or Google Drive. Screenshots of your source data are not useful.
Please show the expected outcome based on the sample data you provided. Screenshots of the expected outcome are ok.

https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216
https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: Running Total per month

Anonymous — Fri, 19 Aug 2022 05:30:21 GMT

Hi ENGFAKAYODE ,

I have created a simple sample, but I cannot upload the pbix file. Please refer to my steps.

First, insert the codes.

let Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("Vc7JEYQwDETRXHyGxpKFllgo8k9jKJARc31lf/VxNO6km2zUlrYOc+ho53KzTWbeIT7ZJ+8i4D45Xg4Dv69185vVCOqVfpSGg0aVPXd0R7cqx8PGEK4w8c28G5yqnLxSXPOi2ulEnWGf2dO7DoRVPtkZnaueN/lvX6JgyGdeZhGf75TbRAN8jT5/", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [date = _t, Profit = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"date", type date}, {"Profit", type number}}) in #"Changed Type"

Then create a year column.

year = YEAR('Table'[date])

Finally create a measure.

Measure = CALCULATE ( SUM ( 'Table'[Profit] ), FILTER ( ALL ( 'Table' ), 'Table'[year] = SELECTEDVALUE ( 'Table'[year] ) && 'Table'[date] <= SELECTEDVALUE ( 'Table'[date] ) ) )

Or a column.

Column = CALCULATE ( SUM ( 'Table'[Profit] ), FILTER ( ( 'Table' ), 'Table'[year] = EARLIER ( 'Table'[year] ) && 'Table'[date] <= EARLIER ( 'Table'[date] ) ) )

If I have misunderstood your meaning, please provide more details with your desired output and pbix file without privacy information.

Best Regards

Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.