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Anonymous's avatar
Anonymous
Not applicable
6 years ago

Cumulative total should start from base value with different starting date

Hi,

 

I am using running total to calculate dollar values over the course of two years. The problem is there are some dollar values prior to two years and not reflecting in the final value. I want to use dates for only two years but want to get the dollar values in the rolling total that are before two years. I am stuck up pretty bad, any help will be much appriciated. So far I have tried this, but still not able to proceed.

 

RunningTotalExecuted =
CALCULATE(FORMAT(SUM(Procurement_Schedule[Awarded Contract Sum ($)]),"#,,M"),
FILTER(ALLSELECTED(Date_Table),
Date_Table[Date] <= MAX(Date_Table[Date]))
)

2 Replies

  • v-yingjl's avatar
    v-yingjl
    Icon for Community Support rankCommunity Support

    Hi Anonymous ,

    Since I'm not certain about the structure of your dataset, I have created a table like this a meaure to try to meet your requirement:

     

    RunningTotal =
    FORMAT (
        CALCULATE (
            SUM ( 'Table'[value] ),
            DATESINPERIOD ( 'Table'[Date], LASTDATE ( 'Table'[Date] ), -3, YEAR )
        ),
        "$#,##0"
    )

     

    The result is like this:

     

     

     

     

     

     

    Best Regards,
    Yingjie Li

    If this post helps then please consider Accept it as the solution to help the other members find it more quickly.