Running Total per Month from a Measure

[AlbLS]

Hello everyone,

I am new to the Power BI community. Thank you in advance for your help.

I have a problem with a cummulative calculation from a measure. This calculation works perfectly for the years, but it does not work for months. Let me explain:

I have two tables of human resources (entries and exits of employees):
- Entries
- Departures

I need to know the evolution of the workforce of the company, by year but also by month (to know the monthly evoulution in each year)
I mean, I need to create a chart with the total cumulate number of employees (running total)

To do this, I created several things:
- A date table
- Measures:
SumAnual Entries (sum of entries per year)
SumAnalDepartures (sum of departures per year)
DiffEntriesDepartures_YEAR (difference between the two preceding measures, that is the workforce of the company at the end of each year)
RunningTotalWorkforce_YEAR (cumulative effect after year)

For the year, it works perfectly.

The same thing for months, it does not work at all.

You think the problem comes from where? I tried many things but nothing worked.

I leave you my power BI file.

https://drive.google.com/open?id=1iuSBrca3SS5JhMAYQGAowvKDamPjtl-d

I thank you so much if anyone can help me.

Best regards,

Alberto

[Ashish_Mathur]

Hi,

You may download my PBI file from here.

Hope this helps.

[AlbLS]

Hi Ashish,

Thank you very much for your answer and for your power bi file.

Unfortunately it does not solve my problem either, I already had the same result as you, but when the year changes, running totoal starts from scratch, and this is a mistake.

What I need is a graph like this:

when I'm going to filter for the year 2017, i will get this:

and filter for the year 2018, this:

I hope we can find the solution, for the moment I can not do it.

Thank you very much again.

Alberto

[Ashish_Mathur]

Hi,

Change the New Joinees YTD measure to:

Net joinees YTD = CALCULATE([Net joinees],DATESBETWEEN('Date'[Date],MINX(ALL('Date'),'Date'[Date]),MAX('Date'[Date])))

Hope this helps.

[AlbLS]

Thank you Ashish.

Your solution also works. It is different from that of Mariuzs, but it also works.

This could help other users!

Thank you so much!

Alberto

[Ashish_Mathur]

You are welcome.  If my reply helped, please mark it as Answer.

[Mariusz · Accepted solution]

Hi @AlbLS 

I've simplified this for you, hope its what you need.

# Entries = COUNTROWS( Entries ) 

# Departures = COUNTROWS( Departures )

# Difference = [# Entries] - [# Departures]

# Difference Running Total = 
IF( 
    NOT ISEMPTY( Departures ) || NOT ISEMPTY( Entries ),
    CALCULATE(
        [# Difference],
        FILTER(
            ALL( 'Date' ),
            'Date'[Date] <= MAX( 'Date'[Date] )
        )
    )
)

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.

[AlbLS]

Hi Mariusz,

Thank you very much for your answer.

Unfortunately this does not solve my problem, as you can see in the following picture:

What I need is a graph like this:

when I'm going to filter for the year 2017, i will get this:

and filter for the year 2018, this:

I hope we can find the solution, for the moment I can not do it.

Thank you very much again.

Alberto

[Mariusz]

Hi @AlbLS 

Please see the file in the link.

https://drive.google.com/file/d/1ZDGVjlu4nNnweYCk6H9NUkWgX5Iscy2A/view?usp=sharing

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.

[AlbLS]

Thank you very much Mariuzs.

Your solution works perfectly, I really thank you. In addition, you have simplified the task because now I do not need different formulas for years and months, with your solution it works for both cases. It's perfect!

There is only one thing that I changed, I deleted from your formula the following part:
IF (
     NOT ISEMPTY (Departures) || NOT ISEMPTY (Entries)
)
Because it caused empty columns when there were no entries and no departures for a year or for a month. As we see here:

But i delete the IF statement, it works very well.

Thanks again.

Alberto