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kc_
Helper I
Helper I

Running / Cumulative Total Resetting Each Month

Hello All 

I would like to create a measure that calculates a running total which resets at the beginning of each month.

 

I am using the following DAX however as you will see it is summing up values from prior periods which is not what I am after:

kc__0-1725440501796.png

 

I shall be grateful if someone can assist.

 

Many thanks

 

1 ACCEPTED SOLUTION
bhanu_gautam
Super User
Super User

@kc_ , Try using below DAX

 

RunningTotal =
CALCULATE(
SUM('YourTable'[YourColumn]),
FILTER(
ALL('YourTable'),
'YourTable'[Date] <= MAX('YourTable'[Date]) &&
MONTH('YourTable'[Date]) = MONTH(MAX('YourTable'[Date])) &&
YEAR('YourTable'[Date]) = YEAR(MAX('YourTable'[Date]))
)
)




Did I answer your question? Mark my post as a solution! And Kudos are appreciated

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View solution in original post

2 REPLIES 2
bhanu_gautam
Super User
Super User

@kc_ , Try using below DAX

 

RunningTotal =
CALCULATE(
SUM('YourTable'[YourColumn]),
FILTER(
ALL('YourTable'),
'YourTable'[Date] <= MAX('YourTable'[Date]) &&
MONTH('YourTable'[Date]) = MONTH(MAX('YourTable'[Date])) &&
YEAR('YourTable'[Date]) = YEAR(MAX('YourTable'[Date]))
)
)




Did I answer your question? Mark my post as a solution! And Kudos are appreciated

Proud to be a Super User!




LinkedIn






Many thanks!

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