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skolind
Helper I
Helper I

Running total but after given start year

Dear Power BI community

For some reason I have a hard time creating a measure that calculates the running total by year of another measure after a given start year. Other post on running total have not helped me so far, so I hope you can give me some advice. 

I have a calendar table and a data table. From these I have created a measure called [Change] which calculates the change in products stock (forecast) and therefore i first need a running total from this year and on. So in the table below i have showed the visual i have made based on this and added the measure [Running total of change] which is what i need help for:

What I haveWhat I haveWhat I need
Year ChangeRunning total of change
20222 
20231 
202433
202514
202659
2027211


Thank you in advance 🙂

1 ACCEPTED SOLUTION
xifeng_L
Solution Sage
Solution Sage

Hi @skolind 

 

You can try below measure.

 

Running total of change =
VAR StartYear_ = YEAR ( NOW () )
VAR CurRowYear = MAX ( 'Calendar'[Year] )
RETURN
    SUMX (
        FILTER (
            ALL ( 'Calendar'[Year] ),
            'Calendar'[Year] >= StartYear_
                && 'Calendar'[Year] <= CurRowYear
        ),
        [Change]
    )

 

 

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

 

Thank you~

View solution in original post

2 REPLIES 2
xifeng_L
Solution Sage
Solution Sage

Hi @skolind 

 

You can try below measure.

 

Running total of change =
VAR StartYear_ = YEAR ( NOW () )
VAR CurRowYear = MAX ( 'Calendar'[Year] )
RETURN
    SUMX (
        FILTER (
            ALL ( 'Calendar'[Year] ),
            'Calendar'[Year] >= StartYear_
                && 'Calendar'[Year] <= CurRowYear
        ),
        [Change]
    )

 

 

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

 

Thank you~

Joe_Barry
Solution Sage
Solution Sage

Hi @skolind 

 

Are you using a date table in your data model and it is marked as a date table? If you do, you can use the time intellignece DAX

 

Change Running Total =
TOTALYTD(SUM(Table[Change]), Date[Date])

 Hope this hlps

Joe




I hope my answer helped solve your question. Please give it a kudos or mark it as a solution to help other users find it.



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