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sabd80's avatar
sabd80
Icon for Helper IV rankHelper IV
3 years ago
Solved

Running Total Per Month

Hi, I want to get running total per day and month, most of the measures have filter on date like below:   filter(all('Date'),'Date'[date] <=max('Date'[date])   but when I do that the running tot...
Need Help
  • sabd80's avatar
    sabd80
    3 years ago

    I found this below dax somewherelse and it is doing what it should:

    Testing Qty Shipped RT =
    CALCULATE([Quantity Shipped],
           FILTER(ALLSELECTED('Calendar - Requested Date'), 'Calendar - Requested Date'[Calendar Date]<= max('Calendar - Requested Date'[Calendar Date]))
     
    Thanks for everyone's help.
           
    )
Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
3 years ago

Hi,

Follow this process

1. Create a Calendar Table with calculated column formulas for Year, Month name and Month number

2. Sort the Month name column by the Month number

3. Create a relationship (Many to One and Single) from the Date column of your Data Table to the Date column of the Calendar Table

4. To your visual, drag Year, Month name and Date from the Calendar Table

5. Write these measures

Quantity Shipped = SUM('Sales Order Details'[Unit Quantity Shipped])
Quantity shipped YTD = calculate([quantity shipped],datesytd(calendar[date],"31/12"))

Hope this helps.

  • sabd80's avatar
    sabd80
    Icon for Helper IV rankHelper IV
    3 years ago

    Ashish_Mathur , thanks for your reply, I don't want YTD, I just need cummulative of the dates in the visuals.

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      3 years ago

      Hi,

      See if this measure works

      Quantity shipped YTD = calculate([quantity shipped],datesbetween(calendar[date],minx(allselected(),Calendar[Date]),max(calendar[date])))
      • sabd80's avatar
        sabd80
        Icon for Helper IV rankHelper IV
        3 years ago

        there is something wrong with syntax inside minx.