Put a running total clustered with a sum by month

[Anonymous]

Hello, I have a clustered bar chart on which I grouped the sum of my sales by month. I am using the Date Hierarchy of my date column. I would like to add a bar per month that represents a current total: the sum of that month and previous months, which resets to 0 each December. I have found several pieces of code in the forum but each time it is necessary to remove the DateHierarchy and I therefore end up with a bar per sale, and not a group by month.

How can I do this?

At the moment I have this : 

and I would like something like this : 

I hope you'll see the idea

I can't calculate a new column direcly because these are the sales filtered by saler and this filter is applicated on the dashboard

Thank you

[Anonymous · Accepted solution]

Hi  @Anonymous ,

I created some data:

Here are the steps you can follow：

1. Enter data – create table.

2. Create measure.

Value1 =
SUMX(FILTER(ALL('Table'),
'Table'[Year]=MAX('Table'[Year]) && 'Table'[Month]=MAX('Table'[Month])),[Value])

Value2 =
SUMX(FILTER(ALL('Table'),
'Table'[Year]=MAX('Table'[Year]) && 'Table'[Month]<=MAX('Table'[Month])),[Value])

Group_Value =
IF(
    MAX('Table2'[Group]) ="that month",[Value1],[Value2])

3. Result:

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[Anonymous]

The only problem here is that it doesn't seems like the result is filtered by employee but for the rest it is ok so thanks

[bolfri]

Did you try YTD function to achive that?