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jamescosten
Helper I
Helper I

Running Total 4th Line

I have a table shown Below:

 

jamescosten_0-1658243210667.png

 

I need to have a 4th line that takes a cumulative total over the months. So February shows the total for Jan and Feb, March Shows Jane Feb & March etc. I have tried the Running Total Function but it doesnt seem to do what i want.

 

This is the Filters i Have also:

 

jamescosten_1-1658243311889.png

It is taking a sharepoint list and filtering to 2022 only. The Choice field on the list is for Closed and Open NCR's. i then have a difference line between the two to show backlog.

1 ACCEPTED SOLUTION
v-kkf-msft
Community Support
Community Support

Hi @jamescosten ,

 

Please try the measure.

 

Measure = 
CALCULATE (
    SUM ( 'Table'[Backlog] ) + SUM ( 'Table'[Closed] )
        + SUM ( 'Table'[Open] ),
    DATESINPERIOD ( 'Calendar'[Date], MAX ( 'Calendar'[Date] ), -2, MONTH )
)

vkkfmsft_0-1658472069737.png

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

2 REPLIES 2
v-kkf-msft
Community Support
Community Support

Hi @jamescosten ,

 

Please try the measure.

 

Measure = 
CALCULATE (
    SUM ( 'Table'[Backlog] ) + SUM ( 'Table'[Closed] )
        + SUM ( 'Table'[Open] ),
    DATESINPERIOD ( 'Calendar'[Date], MAX ( 'Calendar'[Date] ), -2, MONTH )
)

vkkfmsft_0-1658472069737.png

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

amitchandak
Super User
Super User

@jamescosten , usally we have this kind of measure for running total

 

Cumm = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected('Date'),'Date'[date] <=max('Date'[date])))

 

 

Cumm = CALCULATE(SUMX(Values('Date'[Month]), [Measure]) ,filter(allselected('Date'),'Date'[date] <=max('Date'[date])))

 

 

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