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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

     

     

Howard_Hong's avatar
Howard_Hong
Frequent Visitor
8 years ago

Using the same table, but assuming two additional years of data (5 recurring per month),, how can I get a monthly average for the three years combined?

 

Thanks,

Howard