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Ragnarock1982's avatar
Ragnarock1982
Frequent Visitor
7 years ago
Solved

Rolling monthly total

Morning all,   I'm having an 'issue' with the rolling monthly total on my report.   Basically, I have a date slider and a Line & Stacked column chart. When I select dates from the slider the char...
Need Help
  • v-lili6-msft's avatar
    v-lili6-msft
    7 years ago

    hi, Ragnarock1982 

    You could use this measure as below:

     

    New AA running total in Month = 
CALCULATE(
	SUM('Balances - Balance Sheet'[AA]),
	FILTER(
		ALLSELECTED('Calendar'),
		ISONORAFTER('Calendar'[MonthNo], MAX('Calendar'[MonthNo]), DESC)
	)
)

     

    or 

    AA running total in Date = 
CALCULATE(
	SUM('Balances - Balance Sheet'[AA]),
	FILTER(
		ALLSELECTED('Calendar'[Date]),
		ISONORAFTER('Calendar'[Date], MAX('Calendar'[Date]), DESC)
	)
)

    Result:

    Best Regards,

    Lin

     

     

v-lili6-msft's avatar
v-lili6-msft
Icon for Community Support rankCommunity Support
7 years ago

hi, Ragnarock1982 

You could use this measure as below:

 

New AA running total in Month = 
CALCULATE(
	SUM('Balances - Balance Sheet'[AA]),
	FILTER(
		ALLSELECTED('Calendar'),
		ISONORAFTER('Calendar'[MonthNo], MAX('Calendar'[MonthNo]), DESC)
	)
)

 

or 

AA running total in Date = 
CALCULATE(
	SUM('Balances - Balance Sheet'[AA]),
	FILTER(
		ALLSELECTED('Calendar'[Date]),
		ISONORAFTER('Calendar'[Date], MAX('Calendar'[Date]), DESC)
	)
)

Result:

Best Regards,

Lin

 

 

Ragnarock1982's avatar
Ragnarock1982
Frequent Visitor
7 years ago

v-lili6-msft  . . . Perfect!

 

The first DAX worked exactly as needed.

 

Thank you.