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Running Total Per Month
02-16-2024
05:18 AM
I want to create a running total per month based on sales amount of particular values.
Also, those particular values were not sold each month but still need running total of sales amount for all items for entire year.
Here's an example:-
Input Table Output Table
Item | Month | Sales | Item | Month | Sales | cumulative Total | |
Apple | Feb-24 | 236 | Apple | Jan-24 | 0 | 0 | |
Apple | Jun-24 | 112 | Apple | Feb-24 | 236 | 236 | |
Apple | Mar-24 | 404 | Apple | Mar-24 | 404 | 640 | |
Guava | Aug-24 | 442 | Apple | Apr-24 | 0 | 640 | |
Guava | Dec-24 | 226 | Apple | May-24 | 0 | 640 | |
Guava | Feb-24 | 274 | Apple | Jun-24 | 112 | 752 | |
Guava | Jan-24 | 285 | Apple | Jul-24 | 0 | 752 | |
Guava | Jun-24 | 146 | Apple | Aug-24 | 0 | 752 | |
Guava | Nov-24 | 423 | Apple | Sep-24 | 0 | 752 | |
Melon | Apr-24 | 438 | Apple | Oct-24 | 0 | 752 | |
Melon | Jul-24 | 391 | Apple | Nov-24 | 0 | 752 | |
Melon | Mar-24 | 188 | Apple | Dec-24 | 0 | 752 | |
Melon | Nov-24 | 221 | Guava | Jan-24 | 285 | 285 | |
Melon | Oct-24 | 477 | Guava | Feb-24 | 274 | 559 | |
Guava | Mar-24 | 0 | 559 | ||||
Guava | Apr-24 | 0 | 559 | ||||
Guava | May-24 | 0 | 559 | ||||
Guava | Jun-24 | 146 | 705 | ||||
Guava | Jul-24 | 0 | 705 | ||||
Guava | Aug-24 | 442 | 1147 | ||||
Guava | Sep-24 | 0 | 1147 | ||||
Guava | Oct-24 | 0 | 1147 | ||||
Guava | Nov-24 | 423 | 1570 | ||||
Guava | Dec-24 | 226 | 1796 | ||||
Melon | Jan-24 | 0 | 0 | ||||
Melon | Feb-24 | 0 | 0 | ||||
Melon | Mar-24 | 188 | 188 | ||||
Melon | Apr-24 | 438 | 626 | ||||
Melon | May-24 | 0 | 626 | ||||
Melon | Jun-24 | 0 | 626 | ||||
Melon | Jul-24 | 391 | 1017 | ||||
Melon | Aug-24 | 0 | 1017 | ||||
Melon | Sep-24 | 0 | 1017 | ||||
Melon | Oct-24 | 477 | 1494 | ||||
Melon | Nov-24 | 221 | 1715 | ||||
Melon | Dec-24 | 0 | 1715 |
Solved! Go to Solution.
1 ACCEPTED SOLUTION
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02-17-2024
02:06 AM
hi @Aku_2800
Here are your fruits 😄
Step1:
Create a Calendar table, add year, month and month no. as well.
CALENDAR =
VAR _MinYear = YEAR(MIN(Fruits[Month]))
VAR _MinDate = DATE( _MinYear, 1, 1)
VAR _MaxYear = YEAR(MAX(Fruits[Month]))
VAR _MaxDate = DATE(_MaxYear, 12, 31)
RETURN CALENDAR(_MinDate, _MaxDate)
Step2: Create this measure
Fruit Sales =
VAR _Year = SELECTEDVALUE('CALENDAR'[YEAR])
VAR _Month = SELECTEDVALUE('CALENDAR'[MonthNo])
VAR _Dt = EOMONTH(DATE(_Year, _Month, 1), 0)
VAR _Sales = SUMX( FILTER( ALL('CALENDAR'[Date]), [Date] <= _Dt),
CALCULATE( SUM(Fruits[Sales]) )
)
RETURN IF( ISBLANK(_Sales), 0, _Sales)
1 REPLY 1
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02-17-2024
02:06 AM
hi @Aku_2800
Here are your fruits 😄
Step1:
Create a Calendar table, add year, month and month no. as well.
CALENDAR =
VAR _MinYear = YEAR(MIN(Fruits[Month]))
VAR _MinDate = DATE( _MinYear, 1, 1)
VAR _MaxYear = YEAR(MAX(Fruits[Month]))
VAR _MaxDate = DATE(_MaxYear, 12, 31)
RETURN CALENDAR(_MinDate, _MaxDate)
Step2: Create this measure
Fruit Sales =
VAR _Year = SELECTEDVALUE('CALENDAR'[YEAR])
VAR _Month = SELECTEDVALUE('CALENDAR'[MonthNo])
VAR _Dt = EOMONTH(DATE(_Year, _Month, 1), 0)
VAR _Sales = SUMX( FILTER( ALL('CALENDAR'[Date]), [Date] <= _Dt),
CALCULATE( SUM(Fruits[Sales]) )
)
RETURN IF( ISBLANK(_Sales), 0, _Sales)

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