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dantheram
Helper II
Helper II

Running Totals - no dates

hi all

 

how can i create a running total for this table?

 

the values need to reset at period 1 for each financial year, so they are cumulative from period 1 2021/22 to period 13 2021/22 and then start again at period 1 2022/23.

 

dantheram_0-1670337492299.png

 

thanks 

Dan

1 REPLY 1
Uspace87
Resolver III
Resolver III

Hi,

 

I suggest to greate a "Date stamp" for each period which rappresent when the period end or start. Then you connect that date to your "Date Dim Table" (If you don't have one I will suggest you to create one as per best practice).

 

Then you can use the following time intelligence measure:

Measure =
 CALCULATE(
   Incidents[Incident_count],
  DATESYTD(Incidents[Period Ending],"13/01") (the 13/01 is just an example and it should be the last date of the fiscal year in the formai dd/mm)
    )
 
Please find below my example:
 


 

Uspace87_0-1670340467418.png

 

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