Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

How to calculate a rolling total

 I need to get a rolling total by month for the Result below. Can someone show me how to accomplish this. I'm currently using a slicer for the dates.          ValueA                ValueB         Re...
Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi Anonymous ,

     

    A calendar table is needed for the model.

    And please create a new measure like:

    Result = 
CALCULATE (
    SUM ( 'TableA'[ValueA] ) + SUM ( 'TableB'[ValueB] ),
    'Calendar'[Month Num] <= MAX ( 'Calendar'[Month Num] ),
    REMOVEFILTERS ( 'Calendar'[Month] )
)

    Best Regards,
    Gao
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum -- China Power BI User Group

kpost's avatar
kpost
Icon for Solution Sage rankSolution Sage
2 years ago

With more information about your data tables and model, I could be much more helpful.

If you could create a sample .pbix file re-creating the issue you are experiencing, that would be the absolute best case scenario.  Way less back-and-forth, and plus i can just upload a .pbix file containing the solution.

Anonymous's avatar
Anonymous
Not applicable
2 years ago

I have an example pbix file to share but I don't seem to have the abilty to attach it or upload it to a shared location. My organization blocks the sites like dropbox. Is there another method I can use?

  • kpost's avatar
    kpost
    Icon for Solution Sage rankSolution Sage
    2 years ago

    https://catbox.moe

     

    I don't necessarily "endorse" the site, and I would certainly *never* upload something confidential to it, but it is (one of many) free and easy to use sites where you can just upload a file then provide us the link, without making an account.

     

    I've also seen people have success with Google Drive, if you have an account with them.

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Since I can't send it. I've modified your original pbix to fit my situation.  I changed it to use two tables in the Result measure. Are you able change the Result measure to produce the correct results without using manage relationships to link the dates?  Thanks

       

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Kpost, I just wanted to be sure you saw my reply from yesterday. 

      • kpost's avatar
        kpost
        Icon for Solution Sage rankSolution Sage
        2 years ago

        Yes, I did see your message.  I am working through some pressing deadlines at work.  I'll be back to help when I have some free time, possibly tomorrow.  Rest assured the notifications regarding this post are still going to my email inbox.