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Helper III
Helper III

running total based on date groupings


I hear frequent complaints from developers who say that, despite their best efforts with DAX formulas, they're unable to successfully have their dashboards display a running total based on date groupings, such as month to date.

What are some of the most commons reasons for these issues?

What are some of the best DAX formulas to use for accomplishing running totals based on month to date, year to date, or other date groupings?



Super User
Super User

@jellis1971 Depends on the situation but this can often occur in single table data models and when using the quick measure for running totals. Because the quick measure is kind of garbage, it can't perform properly with single table data models and can also do weird things depending if auto-time intelligence is turned on and a whole other host of potential issues. The easiest way to avoid all that is this method:

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