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nareshr89's avatar
nareshr89
Icon for Helper II rankHelper II
4 years ago

Running total based on Month Name

My matrix visual contains data of different data type format from whole number, percentage to weighted average. I wanted to establish the report to conatin the running total based on a month name selected on the slicer. Need help on the same.

 

1 Reply

  • Whitewater100's avatar
    Whitewater100
    Icon for Solution Sage rankSolution Sage
    4 years ago

    Hi:

    Your running total pattern will be: (I will use my measure named [Total Sales]  Total Sales = SUM(SalesTable[Sales amt column])  I have a date table named Dates. Dates is marked as a data table and connected to the sales table on order date field to Dates[Date] field in the Dates Table. 

     

    RT Sales = CALCULATE([Total Sales], 
                      FILTER(ALLSELECTED(Dates), 
                     Dates[Dates] <= MAX(Dates[Date]))
    If you want Month to filter RT then:

    RT ALLEXCEPT = CALCULATE[RT Sales], ALLEXCEPT( Sales, Dates[Month Name])

    Month Name is also a field in the Dates Table.

     

    If you don't understand well, please provide your data example and I will use your table names and column names, etc.

    Hope this helps!