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untrue's avatar
untrue
Regular Visitor
9 years ago
Solved

Another question on Rolling Sum

I have a table of quantities and respective dates. I want to create a Rolling Sum by quarters. E.g. the table is the following: Date            Qty 01-Jan-17     7 01-Oct-17     2   The formula...
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  • v-ljerr-msft's avatar
    v-ljerr-msft
    9 years ago

    Hi untrue,

     

    Do you have an individual Calendar table? If not, you need to create one first(using CALENDAR Function (DAX)).

     

    Then you should be able to use the formula below to create the measure and show it within the Matrix with the date column from the created Calendar table.

    Running Total CANX Quantity = 
CALCULATE (
    SUM ( Table1[Qty] ),
    FILTER ( ALL('Date'),'Date'[Date]<=MAX('Date'[Date])&&'Date'[Year]=MAX('Date'[Year]))
)

     

    Here is sample pbix file for your reference.:smileyhappy:

     

    Regards

v-ljerr-msft's avatar
v-ljerr-msft
Microsoft Employee
9 years ago

Hi untrue,

 

Do you have an individual Calendar table? If not, you need to create one first(using CALENDAR Function (DAX)).

 

Then you should be able to use the formula below to create the measure and show it within the Matrix with the date column from the created Calendar table.

Running Total CANX Quantity = 
CALCULATE (
    SUM ( Table1[Qty] ),
    FILTER ( ALL('Date'),'Date'[Date]<=MAX('Date'[Date])&&'Date'[Year]=MAX('Date'[Year]))
)

 

Here is sample pbix file for your reference.:smileyhappy:

 

Regards