Forum Discussion
Help with running total
- 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.
aagj , Use MTD with date calendar
MTD Sales = CALCULATE(SUM(Table1[Sales]),DATESMTD('Date'[Date]))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.