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chreds's avatar
chreds
Regular Visitor
10 years ago
Solved

DAX - Running Total YTD

I'm trying to calculate a running total YTD and am having trouble getting it to work. Here's my table:   Month Recurring Cumulative Expected 2016-01-01 0:00 0 0 0 2016-02-01 0:00 5 5 5 2016-03...
Need Help
  • konstantinos's avatar
    konstantinos
    10 years ago

    chreds The relationship is needed for measure and time intelligence. 

     

    Yes you can create as a calculated column. You calculate the sum of all the previous rows/dates

     

     

    Cumulative = 
VAR RowDate = Table1[Date]
RETURN
    CALCULATE (
        SUM ( Table1[Recurring] );
        FILTER (
            Table1;
            Table1[Date] <= RowDate
                && YEAR ( Table1[Date] ) = YEAR ( RowDate )
        )
    )

    You can use or delete 

     && YEAR ( Table1[Date] ) = YEAR ( RowDate )

    if you need YTD or Cumulative Life to date

     

     

Anonymous's avatar
Anonymous
Not applicable
9 years ago

My requirement is to display the cumulative sum for Actual and Scheduled Quantity from the start of the current month to the current day of the current month. Scheduled Quantity would be for the entire current month.

 

Current Month is Feb so X-axis would have days from 1 to 28. Y-Axis would show both cumulative sum of actual and scheduled quantity.

 

The actual and scheduled quantity is from the same table which also contains date key. The date key is common between this table and the date table.

 

Cumulative Scheduled Quantity = CALCULATE(SUM(F_PROJECT_PROGRESS_WORKMEN[Scheduled_QTY]),FILTER(ALL(D_DATE[Date_Key]),D_DATE[Date_Key]>=DATE(YEAR(TODAY()),MONTH(TODAY()),1) && D_DATE[Date_Key]<=[Today's Date]))

 

Cumulative Actual Quantity = CALCULATE(SUM(F_PROJECT_PROGRESS_WORKMEN[Actual_QTY]),FILTER(ALL(D_DATE[Date_Key]),D_DATE[Date_Key]>=DATE(YEAR(TODAY()),MONTH(TODAY()),1) && D_DATE[Date_Key]<=[Today's Date]))

 

These are the measures I created as I can't create Columns in Direct query mode unless I am misinformed on something here.

 

Please help me with the same as I need to turn this around by today. Thanks in advance.

Cghiurca's avatar
Cghiurca
Frequent Visitor
8 years ago

NIV YTD = CALCULATE(SUM(RO_01ViewSalesSplit[NIV]),FILTER(RO_01ViewSalesSplit,RO_01ViewSalesSplit[Luna]<=8)

 

However the displayed values are still at month level and I do not get a Runing Total

Luna NIV NIV YTD
1 15323061.53        15323061.54
2 17546153.57         17546153.57
3 21148304.41         21148304.41
4 16476112.20         16476112.20
5 17277334.76          17277334.76
6 17576768.19          17576768.19
7 19528658.91           19528658.91
8 20691773.40           20691773.40