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thampton's avatar
thampton
Icon for Helper III rankHelper III
5 years ago
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Running Total By Month on Date Table

Hello - I have seen many answers to this questions but none seem to work in my situation. I have a date table (date, day, month, etc) and a column showing business days. I would like to have a MTD bu...
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  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi  thampton  ,

    According to your description, I create this data from 2021.1.1-2021.2.28:

    Here are the steps you can follow：

    1. Create calculated table.

    Business Day =
var _weekday=WEEKDAY('Table'[date])
return
IF(OR(_weekday=6,_weekday=7),0,1)
    running total =
CALCULATE(SUM('Table'[Business Day]),FILTER('Table','Table'[Business Day]=1&&'Table'[Month]=EARLIER('Table'[Month])&&'Table'[date]<=TODAY()))

    2. Result.


    You can downloaded PBIX file from here.

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Hi  thampton  ,

According to your description, I create this data from 2021.1.1-2021.2.28:

Here are the steps you can follow：

1. Create calculated table.

Business Day =
var _weekday=WEEKDAY('Table'[date])
return
IF(OR(_weekday=6,_weekday=7),0,1)
running total =
CALCULATE(SUM('Table'[Business Day]),FILTER('Table','Table'[Business Day]=1&&'Table'[Month]=EARLIER('Table'[Month])&&'Table'[date]<=TODAY()))

2. Result.


You can downloaded PBIX file from here.

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.