Forum Discussion

barbforsman's avatar
barbforsman
Resolver I
8 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
    8 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
8 years ago

Have you tried creating a measure for each table that finds the cumulative value, then pulling the 3 measures into a visual using the year as a Colum (or Row, depending on your preference) and the the measure as the Values?

AndrewDang's avatar
AndrewDang
Helper IV
8 years ago

Thanks barbforsman.

 

i have tried that but that does not seem to fix my issue. I can't use any date in my DateDimension table to pull up the cumulative for Actual, Budget and Forecast.

 

Here is an example of Cumulative Budget. It works as standalone when I use Budget Period as my axis but it does not work when I use [DateDimension].Fulldate or any other field from the DateDimension table. I can't seem to be able to post an image using the "Insert/Edit Image" button above to give you more details, though.

 

 

BudgetCumulative =
CALCULATE(
 SUM('Budget'[Budget $ (in '000s')]),
 FILTER(
  ALLSELECTED('Budget'[Budget Period]),
  ISONORAFTER('Budget'[Budget Period], MAX('Budget'[Budget Period]), DESC)
 )
)