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desmon316's avatar
desmon316
Frequent Visitor
3 years ago

Rolling 12 Month Sum Visual

Hi,   I am trying to create a Running total Visual. When I use Filter, I get a flat line. When I use Datesinperiod, I get the sum for the individual months, but not the cumulative sum (While using ...
Need Help
Anonymous's avatar
Anonymous
Not applicable
3 years ago

Hi  desmon316 ,

You can refer the following links to get it:

DAX method:

5 ways to Calculate Last 12 Months in DAX for Power BI

Cumulative Total/Rolling Sum Last 12 months

Rolling 12 months

Power Query method:

Rolling 12 Months in Power Query

 

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

desmon316's avatar
desmon316
Frequent Visitor
3 years ago

Hi Anonymous ,

 

Thank you for the email. 

 

Solved: Cumulative Total/Rolling Sum Last 12 months - Microsoft Power BI Community Works interms of calculating the cumulative sum. I am getting the following graph: 

The reason can be that the dates to which the calendar table is linked to has dates till 2025. Date column 

 

 

If I filter on Relative Date:

 

If I use the last solution from 5 ways to Calculate Last 12 Months in DAX for Power BI which lets me select 

 

Please provide an email or link to upload or set permission to share file.

 

Regards

 

Desmond

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi desmon316 ,

    You can refer the following link to upload the file to the community, please grant me the proper permission to access your file. Thank you.

    How to upload PBI in Community

    Best Regards