Forum Discussion

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 Power Charts in Excel, I do know we can use running totals, which I do not know if it is available in Power BI)

 

I get the required result when I use DATESYTD, but the issue is I have to change Financial Year end every month. If I do not use Financial Year end, then it resets the sum for 1st of Jan.

 

How Do I create a visual which shows the visual as when I uses DATESYTD, but not resetting every Jan.

 

When using Filter:

When I use Datesinperiod:

When I use DATESYTD:

 

 

 

 

I would prefer a visual similar to the one above.

 

Thanks

4 Replies