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databot_kd's avatar
databot_kd
Icon for Helper III rankHelper III
2 years ago
Solved

Rolling Total Over Months in a Matrix table

Hi Community,  I am trying to create a DAX measure to calculate the rolling/running total over  month in a matrix table.  See screenshot below Ahmedx  ced_f  Thanks in advanc...
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  • sergej_og's avatar
    sergej_og
    2 years ago

    Hey databot_kd ,
    if you want to calculate running total within a year you can use TOTALYTD formula.
    Like:

    Total YTD = TOTALYTD([your Amount Measure],'Calendar'[Date])

     
    Regards

databot_kd's avatar
databot_kd
Icon for Helper III rankHelper III
2 years ago

Hi mh2587 ,

Unfortunately, i seem to still have some issues. 

this is dax i used:

Running Total =
VAR CurrentMonth = MAX('Transactions'[trans_date])
RETURN
    CALCULATE(
        SUM('Transactions'[amount]),
        FILTER(
            ALL('Transactions'),
            'Transactions'[trans_date] <= CurrentMonth
        )
    )

Please note i have a slicer for the FY from the calendar table and also my months in the matrix are coming from the calendar table 

The two tables are linked by the date 1 - *

 

ced_f's avatar
ced_f
Frequent Visitor
2 years ago

Hi databot_kd ,

If you already have a calendar table in your model, what you are trying to achieve is a common year to date except if your running total is over all years.