Forum Discussion

aagj's avatar
aagj
Frequent Visitor
6 years ago
Solved

Help with running total

Hi, 

 

I need the running total to start over for every new months, example:

 

Date Salescumulative total
01-01-2020 1010
02-01-2020 2030
03-01-2020 1040
04-01-2020 545
05-01-2020 1055
29-01-2020 560
30-01-2020 1575
31-01-2020 580
01-02-2020 1010
02-02-2020 1525
03-02-2020 530

 

Running total=


CALCULATE (
    SUM ( Table1[Reserve Beginning Balance] ),
    FILTER (
        ALL ( Table1 ),
        Table1[Date] <= MAX ( Table1[Date] )
    )
)

 

 

Need Help
Tips and Tricks
  • v-eachen-msft's avatar
    v-eachen-msft
    6 years ago

    Hi aagj ,

     

    At first, you need to create a new column to get "YYYY-MM".

    YM = 
FORMAT('Table'[Date],"yyyymm")

    Then you could use column or measure to get the running total.

    Column:

    Column =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        'Table',
        'Table'[YM] = EARLIER ( 'Table'[YM] )
            && 'Table'[Date] <= EARLIER ( 'Table'[Date] )
    )
)

    Measure:

    Measure =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        ALLSELECTED ( 'Table' ),
        'Table'[YM] = MAX ( 'Table'[YM] )
            && 'Table'[Date] <= MAX ( 'Table'[Date] )
    )
)

     Here is my test file for your reference.

     

2 Replies