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kc_'s avatar
kc_
Icon for Helper I rankHelper I
2 years ago
Solved

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 v...
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  • bhanu_gautam's avatar
    bhanu_gautam
    2 years ago

    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]))
    )
    )

bhanu_gautam's avatar
bhanu_gautam
Icon for Super User rankSuper User
2 years ago

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]))
)
)

  • kc_'s avatar
    kc_
    Icon for Helper I rankHelper I
    2 years ago

    Many thanks!