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ThomasT
Frequent Visitor

Running Total past current date

Hi Power BI Users,

Below is a sample table visual, where all attributes are Measures:

 

Actuals = Sum(Actuals)

Burn Rate Avg = Avg of last 6 months

Burn Rate EAC = If Date<Today, Actuals,Burn Rate Ave

Running Burn = Running Total acorss Burn Rate EAC.

 

Untitled.png

As you can see the Running Burn goes up to May then remains at the May figure for the remainder on the months. 

 

What I want to achieve is for the Running Burn to cumulative the EAC all the way to Dec.

 

That is Jun = 87.37+20.89 = 108.26; Jul = 108.26+20.89 = 129.15 and so on...

 

Is there a way to achieve this result?

 

Thanks

4 REPLIES 4
az38
Community Champion
Community Champion

Hi @ThomasT 

whats your current statement?

it should be smth like

measure = 
var _curDate = MAX(Table[Date])
RETURN
CALCULATE(SUM(Table[EAC]), Table[Date] <= _curDate)

do not hesitate to give a kudo to useful posts and mark solutions as solution
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ThomasT
Frequent Visitor

I gave the DAX formual a try and it is returning total which begins several years in the past.  I want the Jan figure to be starting from the current year and do a running total from that point

Hi @ThomasT ,

 

You may create measure like DAX below.

 

fins_Running_Burn =
CALCULATE (
    SUM ( Table1[fins_Burn_EAC] ),
    FILTER (
        ALLSELECTED ( Table1 ),
        YEAR ( Table1[Date] ) = YEAR ( MAX ( Table1[Date] ) )
            && MONTH ( Table1[Date] ) <= MONTH ( MAX ( Table1[Date] ) )
    )
)

 

Best Regards,

Amy 

 

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank for the reply.

 

If you see my table for the months of June to December, it is the same.  Why is this?

 

Is there a way to make the running total to apply for these months as well?

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