Running Total within current month

[Anonymous]

Hello,

I have a Table with Daily Budget Data and Daily Sales Data for every day in the date column. I am trying to create two new columns with a running total in each of them, based on the Daily Budget and Daily Sales Data.

But I only want to have the running totals within each month. So for the first in each month I want the running total to start, and then end on the last date in each month. 

I have tried with making a Measure, but the DAX code only gives me a running total from the beginning of the year up until the end of current month. Being a complete novise on DAX I would appreciate any help.

Thank you.

[amitchandak · Accepted solution]

@Anonymous , MTD, should do it for you. Use time intelligence and date calendar

example

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

[Anonymous]

Perfect!

Thanks for your help!