Forum Discussion
Issue with quick measure for running total
I created a quick measure to show running total by month, comparing this year with last year. The measure works fine except that it is showing results into the future for current year. I need it to stop with current month and have tried filtering without getting the correct results.
Here is the quick measure:
SPEND running total in Month =
CALCULATE(
SUM('TABLE1'[SPEND]),
FILTER(
CALCULATETABLE(
SUMMARIZE(
'TABLE1',
'TABLE1'[INV_DATE].[MonthNo],
'TABLE1'[INV_DATE].[Month]
),
ALLSELECTED('TABLE1')
),
ISONORAFTER(
'TABLE1'[INV_DATE].[MonthNo], MAX('TABLE1'[INV_DATE].[MonthNo]), DESC,
'TABLE1'[INV_DATE].[Month], MAX('TABLE1'[INV_DATE].[Month]), DESC
)
)
)
Any suggestions would be appreciated. Thanks.
Try to use YTD for cumulative like
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31"),'Date'[Date]<=today()) //change end date of year//stop at today YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31")) //change end date of year This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR('Date'[Date])),"12/31")) //change end date of year Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31")) //change end date of year Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31")) //change end date of yearTo 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/
1 Reply
- amitchandak
Super User
Try to use YTD for cumulative like
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31"),'Date'[Date]<=today()) //change end date of year//stop at today YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31")) //change end date of year This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR('Date'[Date])),"12/31")) //change end date of year Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31")) //change end date of year Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31")) //change end date of yearTo 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/