Help with running total

[aagj]

Hi, 

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

Date		Sales	cumulative total
01-01-2020		10	10
02-01-2020		20	30
03-01-2020		10	40
04-01-2020		5	45
05-01-2020		10	55
29-01-2020		5	60
30-01-2020		15	75
31-01-2020		5	80
01-02-2020		10	10
02-02-2020		15	25
03-02-2020		5	30

Running total=


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

[v-eachen-msft · Accepted solution]

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.

[amitchandak]

@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-Y...


Appreciate your Kudos.