Running total of transactions in a given month

[marcelr]

Hi all,

I'm trying to calculate a running total, but I'm having trouble getting it right.

I have a table with the columns Date and Amount with transactions from the last two years.
I have created a visual which shows the total amount on each day and added a visual filter for a specific year and month.
For January 2024, for example, it looks like this:

(Note: non-working days are missing, as there are no transactions)

However, I would now like to display the cumulative total of all previous days.

If possible, I would also like to display the cumulative total from the same period of the previous year (e.g. January 2023)

Can anyone help? Thanks in advance

[lbendlin]

Please refer to the "Running Total"  Quick Measure.

[marcelr · Accepted solution]

Thanks. The Quick Measures helped me to finally get it right.
Here are the measures if anyone is interested:

Amount MTD = TOTALMTD(SUM('Transactions'[Amount]), 'Calender'[Date])

Amount MTD LastMonth = CALCULATE(TOTALMTD(SUM('Transactions'[Amount]), 'Calender'[Date]),  DATEADD(Calender[Date], -1, MONTH))

Amount MTD LastYear =

CALCULATE(TOTALMTD(SUM('Transactions'[Amount]), 'Calender'[Date]), SAMEPERIODLASTYEAR(Calender[Date]))