Calculate Running Total by Profit of each month restarting every year

[ENGFAKAYODE]

Hello Everyone,
I've this table I want to create a running total, In the sample data the months are repeating but I want just the 12 months in a year,I tried using some dax calculations 

but it didnt work,I also want to calculate the running total by profit restarting every year.
Sample data:https://drive.google.com/file/d/1vRL7p4xT3PAmWhZRhVKdsaZjvaluYzDF/view?usp=sharing

Outcome wished

Thanks in Advance.

[Anonymous · Accepted solution]

Hi @ENGFAKAYODE ,

You can create a measure as below if there is one date field or month number filed in your table.

Running Total =
VAR _selyear =
    SELECTEDVALUE ( 'Table'[Year] )
VAR _selmnum =
    SELECTEDVALUE ( 'Table'[Month Number] )
RETURN
    CALCULATE (
        SUM ( 'Table'[Profit] ),
        FILTER (
            'Table',
            'Table'[Year] = _selyear
                && 'Table'[Month Number] <= _selmnum
        )
    )

In addition, you can refer the following links to get the running total....

Running Total in Power BI

Running Total in Power BI

If the above ones can't help you, could you please grant us the proper access to your shared file? Thank you.

Best Regards

[Anonymous · Accepted solution]

Hi @ENGFAKAYODE ,

You can create a measure as below if there is one date field or month number filed in your table.

Running Total =
VAR _selyear =
    SELECTEDVALUE ( 'Table'[Year] )
VAR _selmnum =
    SELECTEDVALUE ( 'Table'[Month Number] )
RETURN
    CALCULATE (
        SUM ( 'Table'[Profit] ),
        FILTER (
            'Table',
            'Table'[Year] = _selyear
                && 'Table'[Month Number] <= _selmnum
        )
    )

In addition, you can refer the following links to get the running total....

Running Total in Power BI

Running Total in Power BI

If the above ones can't help you, could you please grant us the proper access to your shared file? Thank you.

Best Regards

[ENGFAKAYODE]

https://drive.google.com/file/d/1ihHTD_NW2VThj-p8I9dtEnuiKLOx2ZNy/view?usp=sharing

[ENGFAKAYODE]

https://drive.google.com/file/d/1htXjhknwwPlLUSS5YOQJFU0i6Fzvx1F5/view?usp=sharing
this is the real link it's working 

[Jihwan_Kim · Accepted solution]

Hi,

Thank you for your message, and please check the below measure and the attached pbix file whether  it suits your requirement.

Yearly running total measure: = 
CALCULATE (
    SUM ( Orders[Profit] ),
    FILTER (
        ALL ( Orders ),
        Orders[Order Date] <= MAX ( Orders[Order Date] )
            && Orders[Year] = MAX ( Orders[Year] )
    )
)

[Jihwan_Kim]

Hi,

The link is not accessible.

Please check.

Thanks.

[ENGFAKAYODE]

https://drive.google.com/file/d/1htXjhknwwPlLUSS5YOQJFU0i6Fzvx1F5/view?usp=sharing
this is the real link it's working

[ENGFAKAYODE]

https://drive.google.com/file/d/1ihHTD_NW2VThj-p8I9dtEnuiKLOx2ZNy/view?usp=sharing