Forum Discussion
Running Total - DAX
Hi Bacu84
You may be able to achieve this with TOTALYTD (TOTALYTD) and SAMEPERIODLASTYEAR (SAMEPERIODLASTYEAR), although perhaps that would only compare 01/01/2018-21/03/2018 against 01/01/2017-21/03/2017, I noticed you mention 02/01/2017?
Regards
HI MAtt
Thanks a lot for your tip is still not working, please see the last column called CumSALES: I sued the YTD formula as follows:
TOTALYTD(SUM(Query1[NET SALES]),Query1[NewDate],YEAR(Query1[NewDate])=2017, "31/12/2017"), It`s just replicating the same NET SALES values
Hi Bacu84
OK, have you tried as a measure instead of a calculated column?
Then if you use the measure in a visual like a vertical bar chart with a date field on the x-axis, I believe it should aggregate the cumulative value for the year, each month. Might be a problem though if you have future dates in the date calendar as future months would calculate as the cumulative up to the current month.
Matt
Matt
I actually got the first step, it`s calculating but is not doing by row, is doing by date because that`s what I specified in the formula, there might be a workaround on this ? Please have a look at the formula and the results that are generating:
RunTOT = TOTALYTD(SUM(Query1[NET SALES]),Query1[CalendarDate],ALL(Query1))
I`m quite sure that changing the last filter ALL in something else could trigger the row by row sum that I`m expecting, It`s even calculating the 2016 and 2017 separetely which is great but Im` missing the last bit which is th row by row sum
