Running total at the end off each month

[Anonymous]

Hi,

I would like to create 12 measures for the 12 months of this year in which I calculate a running total up to each end of the months.

For now I'm using this type of formula, but I would like to make it more general (not only for this year, but also for years to come):

EXAMPLE FOR JANUARY:

SP_Net amount prog Mar = 
CALCULATE([SP_Net amount],
        'D - Date'[Date] >= DATE ( 2021, 1, 1 ) &&
        'D - Date'[Date] <= DATE ( 2021, 3, 31 ))

So I ask you if there is a function in order to calculate the last date of each months giving me examples (I know there is ENDOFMONTH but I don't understand if it is right in this case and how to use in this case (please, use my example)

[ERD]

Hi @Anonymous ,

I'm not sure I've understood correctly what you need, but have a look at this measure:

#amt = 
var monthEnd = ENDOFMONTH('Date'[Date])
var currentYear = SELECTEDVALUE('Date'[Year])
var result = CALCULATE(
    [#fruits],
    'Date'[Date] < monthEnd,
    'Date'[Year] = currentYear
)
return
result

If this post helps, then please consider Accept it as the solution ✔️to help the other members find it more quickly.

[Jihwan_Kim]

Hi, @Anonymous 

I am not sure I understood your question correctly, but please try using DATESMTD or TOTALMTD function.

Something like below.

SP_Net amount prog Mar =
TOTALMTD ( 'D - Date'[Date], [SP_Net amount] )

If you can share your sample pbix file's link, then I can try to understand why you needed to write your measure like above, then I can try to come up with a more accurate measure.

Thanks.

Hi, My name is Jihwan Kim.

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[Anonymous]

I give an example:

On january I have 2 apples, on february 1 apple, on march 8 apple. So:

JANUARY FORMULA RESULT=2

FEBRUARY FORMULA RESULT= 1 + 2 =3

MARCH FORMULA RESULT= 1 + 2 + 8 = 11