Forum Discussion
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 the formulats in the attached screenshot, but as you can see by the results for each formula tried, the totals do not accumlate month over month.
My expected results are:
| Month | 2016 | 2017 | Total |
| 1 | $ 2,495.00 | $ 3,626.10 | $ 6,121.10 |
| 2 | $ 3,520.00 | $ 10,816.80 | $ 14,336.80 |
| 3 | $ 4,545.00 | $ 24,427.49 | $ 28,972.49 |
| 4 | $ 4,545.00 | $ 37,775.18 | $ 42,320.18 |
| 5 | $ 4,945.00 | $ 52,630.93 | $ 57,575.93 |
| 6 | $ 8,985.00 | $ 60,193.77 | $ 69,178.77 |
| 7 | $ 15,232.57 | $ 65,007.64 | $ 80,240.21 |
| 8 | $ 15,232.57 | $ 97,359.53 | $ 112,592.10 |
I have created a date table, dDateTable in the formulas and it has a 1:N relationship to my salesorder table.
Can you help me understand how to do this? I apologize for repeating a question that has been asked before, but I just cannot get it to work on my own.
Many thanks for your help!
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.
8 Replies
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.
That was it!! Thank you so much!!
Awesome I have done that myself, and your calculations did look to be correct, well done!
