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GosiaPio2506's avatar
GosiaPio2506
Regular Visitor
1 year ago
Solved

Running Sum Formula Not Working

Hi All, I have an issue with my running sum formula. My result is supposed to be the sum from the past 3 months. For example, in April, I want to get the sum for the period Jan-Mar; in May, I want t...
  • GosiaPio2506's avatar
    GosiaPio2506
    1 year ago

    Hi,

    No, we decided to go with different approach and not calculate this in Power BI. I believe that there is an issue with the data and this is why the formulas are not working.

    Thank you!

aduguid's avatar
aduguid
Memorable Member
1 year ago

Try this DAX

 

Running Sum Test =
VAR currDate = MAX('Sales'[Date])
VAR startDate = EDATE(DATE(YEAR(currDate), MONTH(currDate), 1), -3)
VAR endDate = EOMONTH(currDate, -1)
VAR period = DATESBETWEEN('Sales'[Date], startDate, endDate)

RETURN
    CALCULATE(
        SUM('Sales'[Net Amount]),
        FILTER(
            ALL('Sales'[Date]),  // ensures proper context removal
            'Sales'[Date] IN period
        )
    )