Forum Discussion

barbforsman's avatar
barbforsman
Resolver I
9 years ago
Solved

Running Total by Month

I am brand new to Power BI Desktop and am LOVING it so far. Except I am unable to correctly calculate a running total by month.  I have read and reread multiple posts about this already, and tried t...
  • GilbertQ's avatar
    GilbertQ
    9 years ago

    Hi barbforsman

     

    Quick question when you are creating your tables, are you using the columns (Month, Year) from the Date table?

     

    If you are using the columns from your Fact or table with the values then the calculations that you created will not work as expected.

GilbertQ's avatar
GilbertQ
Super User
9 years ago

Hi barbforsman

 

Quick question when you are creating your tables, are you using the columns (Month, Year) from the Date table?

 

If you are using the columns from your Fact or table with the values then the calculations that you created will not work as expected.

  • barbforsman's avatar
    barbforsman
    Resolver I
    9 years ago

    That was it!!  Thank you so much!!

    • GilbertQ's avatar
      GilbertQ
      Super User
      9 years ago

      Awesome I have done that myself, and your calculations did look to be correct, well done!

      • barbforsman's avatar
        barbforsman
        Resolver I
        9 years ago

        One more question - I need to reset the total each year so that each year starts from scratch.  I changed the slicer so it is using Date and Month from the dDateTable - is that not correct?

        Current output. Column and Row are Month and Date from the dDateTable

         

        Thank you again!