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Anonymous
Not applicable

Filter the records till last month in DAX - New column

Hello everyone,

 

I am creating a new column with the below DAX query which is working fine.

 

Running Total =
CALCULATE(
SUM('Actuals from Ecosys'[CoCo Costs.Incur_Cost_TD]),
FILTER(
'Actuals from Ecosys',
'Actuals from Ecosys'[Package]=EARLIER('Actuals from Ecosys'[Package])
&& 'Actuals from Ecosys'[Month] <= EARLIER('Actuals from Ecosys'[Month])
)
)
 
KarthikKV_0-1620631446458.png

 

I don't want the cumulative formula to be applied for upcoming months. I tried restricting by adding one more line to the last 

&& 'Actuals from Ecosys'[Month] < TODAY()
which did not give the desired results. Kindly share your thoughts. 
 
Thanks,
Karthik

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Thanks for your response @Jihwan_Kim . I somehow resolved it in a different way, I will get back to you if the solution wont work properly.

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Thanks for your response @Jihwan_Kim . I somehow resolved it in a different way, I will get back to you if the solution wont work properly.

Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Do you have a date column inside the same table?

If it is OK with you, please share your sample pbix file's link here, then I can try to look into it to come up with a more accurate formula for creating a new column.

Thanks.

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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