Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Be one of the first to start using Fabric Databases. View on-demand sessions with database experts and the Microsoft product team to learn just how easy it is to get started. Watch now

Reply
lmundia
Frequent Visitor

Rolling totals

I have two DAX queries that I am not sure how to combine to get the outcome that I need. I want my revenue running totals to roll up to Quarter, half year and year like in my second column (in the image below) but also have the cummulated change Month over Month like my first column. Thank you in advance 

Revenue_Variance  Running Totals = 
CALCULATE(
	'fact_financials'[Revenue_Variance],
	FILTER(
		CALCULATETABLE(
			SUMMARIZE(
				'dim_date',
				'dim_date'[fiscal_month_number],
				'dim_date'[month_name],
				'dim_date'[fiscal_quarter],
				'dim_date'[fiscal_half_year],
				'dim_date'[fiscal_year]
			),
			ALLSELECTED('dim_date')
		),
		ISONORAFTER(
			 'dim_date'[fiscal_year], MIN('dim_date'[fiscal_year]),DESC,			 
			 'dim_date'[fiscal_half_year], MIN('dim_date'[fiscal_half_year]),DESC,
			 'dim_date'[fiscal_quarter], MIN('dim_date'[fiscal_quarter]), DESC,
			 'dim_date'[fiscal_month_number], MIN('dim_date'[fiscal_month_number]), DESC,
			 'dim_date'[month_name], MIN('dim_date'[month_name]), DESC
		)
	)
)
Revenue_Variance running total in Revenue = 
CALCULATE(
	'fact_financials'[Revenue_Variance],
	FILTER(
		ALLSELECTED('fact_financials'[Revenue]),
		ISONORAFTER('fact_financials'[Revenue], MAX('fact_financials'[Revenue]), DESC)
	)
)

image.png

1 REPLY 1
v-ljerr-msft
Microsoft Employee
Microsoft Employee

Hi @lmundia,

 

Could you post your table structures with just some sample/mock data, and the expected result against the data? So that it will be easier for us to do some tests on it, to see if we can find a solution for you. It's better that you can just share a sample pbix file. You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading. Smiley Happy

 

Regards

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

November Carousel

Fabric Community Update - November 2024

Find out what's new and trending in the Fabric Community.

Dec Fabric Community Survey

We want your feedback!

Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions.