Help with cumulative total

[afrerichs]

I've looked at many, many posts for how to calculate a cumulative/running total and not a single solution worked for me. 

I have a table that looks like this: 

I want to calculate the running total of "TotalVacc" for each flu season. So each month within each season should show a cumulative number of doses, which then resets for the next flu season. 

Please help! 

[parry2k · Accepted solution]

@afrerichs update the measure as below:

RT Measure = 
CALCULATE ( 
   SUM ( 'Monthly Flu Admin'[TotalVacc] ), 
   FILTER( 
      ALL ( 'Date Table'[Date] ), 
      'Date Table'[Date] <= MAX ( 'Date Table'[Date] )
   ),
   VALUES ( 'Date Table'[Flu Season] )
)

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[afrerichs]

(Deleted this message) 

[afrerichs]

That worked wonderfully, thank you so much for all your amazing help!

[parry2k]

@afrerichs you added RT  as a column, you need to add it as a measure

Result after adding it as a measure

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[afrerichs]

Thank you. I made it as a measure now; but how can I get it to "reset" for each flu season? 

[parry2k]

@afrerichs you can use one drive/google drive to share.

[afrerichs]

@parry2k Let me know if this works! https://drive.google.com/file/d/1n-tEcmKKw7-8lt0fqEu6ZkB36PxiXuCa/view?usp=sharing 

[parry2k]

@afrerichs do you have a relationship between the date table and the transaction table? Can you share pbix file, and remove sensitive information before sharing?

[afrerichs]

Yes, there's a relationship between the two tables. How can I share a copy of the pbix? 

[parry2k]

@afrerichs In visual, you have to use year/month column from the date table.

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[afrerichs]

This is what happens when I use the year & month columns from my date table: 

[parry2k]

@afrerichs what measure you have tried so far?

You should be using date dimension in your model and then it will be super easy with the measure below:

RT = 
CALCULATE ( SUM ( Table[Vacc Column] ), 
   FILTER( ALL ( 'Date Table'[Date] ), 
        'Date Table'[Date] <= MAX ( 'Date Table'[Date] )
   )
)

check the playlist on my YT channel about the importance of date dimension in your model https://youtube.com/playlist?list=PLiYSIjh4cEx2FkuGkngYruS0wm8MYFsoi

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I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

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[afrerichs]

Thank you, I have tried something similar! Here's what happens when I use your DAX calculation: 

The RT column isn't actually a running total. 

The Date column I used is from a date table that looks like this: 

What am I doing wrong?