cancel
Showing results for
Did you mean:

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Frequent Visitor

## Problem with Running Totals for Prior Year

Hi,

I'm struggling with the DAX to calculate the running total for the Prior Year.   The Running total for the current Financial year works fine though.

To get this working I have Two date tables as it always have to show the YTD data regardless of the month I select in the financial year.  These are the results I'm getting.    The Running total for the Prior Year is always blank and only shows up in previous Financial Year.

 Month Measure Measure Running Total Measure STLY STLY Running Total Jul 1403 1403 1248 Aug 1462 2865 604 Sep 951 3816 884 Oct 841 4657 1099 Nov 965 5622 1253 Dec 778 6400 1272 Jan 494 6894 839 Feb 632 7526 1276 Mar 1119 8645 1088 Apr 856 9501 1220 May 1253 10754 1339 Jun 1136 11890 1110

This is the Joins to the 2 Date Tables

This is the DAX I'm using:

//Current Year DAX
[MeasureValue]= CALCULATE(SUM('MeasureData'[MeasureResult]))

//Current Year Value

[Measure] =
VAR YearSelected = SELECTEDVALUE('DimDate'[Year])
RETURN
CALCULATE([MeasureValue], FILTER(ALL(DimDate), DimDate[Year] = YearSelected))

//Current Year Running Total

[Measure Running Total] = CALCULATE([Measure1], DATESYTD(DimDateYTD[YTDDateValue], "30/06"))

// Prior Year DAX
[Measure STLY] =
VAR YearSelected = SELECTEDVALUE('DimDate'[Year]) - 1
RETURN
CALCULATE([MeasureValue], FILTER(ALL(DimDate), DimDate[Year] = YearSelected))

// Prior Year Running Total

[Measure STLY RunningTotal] = CALCULATE([Measure1 STLY], DATESYTD(DimDateYTD[YTDDateValue], "30/06"))

Can anyone assist me with this please!!

1 ACCEPTED SOLUTION
Super User

@angelo2022 , Try like example

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))

or

new column

Day of Year =datediff([Year Start date] , [Date],Day) +1

measures

YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year] <= Max('Date'[Day of Year]) ))
LYTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year] <= Max('Date'[Day of Year])))

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

3 REPLIES 3
Super User

@angelo2022 , Try like example

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))

or

new column

Day of Year =datediff([Year Start date] , [Date],Day) +1

measures

YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year] <= Max('Date'[Day of Year]) ))
LYTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year] <= Max('Date'[Day of Year])))

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Frequent Visitor

Hi @amitchandak ,
Thanks for helping with this one, but could please help me again.

We have moved to the next financial Year (Jul 2022 to June 2023) but it doesn't seem to calculate a Running Totals for Current and Prior Months for Previous Financial Years unless I add the Year into the visual.

From this:

//Current Year Running Total

[Measure Running Total] = CALCULATE([Measure1], DATESYTD(DimDateYTD[YTDDateValue], "30/06"))

To this:

[Measure Running Total] =
VAR IsCurrentFYear = SELECTEDVALUE(DimDate[IsCurrentFY])
RETURN
IF(IsCurrentFYear = TRUE(),
CALCULATE([Measure1], FILTER(DimDateYTD, DimDateYTD[YTDDateValue] <= TODAY())),
CALCULATE([Measure1], DATESYTD(DimDateYTD[YTDDateValue],"30/06")))
//It uses a different calculation if filtering to the current Financial Year.

I used this for the Running total for STLY
[Measure STLY RunningTotal] =CALCULATE([Measure1 STLY], DATESYTD(DATEADD(DimDateYTD[YTDDateValue], -1,YEAR),"30/6"))

Hope it makes sense and you can help.
Thanks Angelo
Frequent Visitor

Thanks @amitchandak .  You are the man.... That worked nicely...👍

Announcements

#### Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

#### Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

#### Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors
Top Kudoed Authors