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Anonymous's avatar
Anonymous
Not applicable
6 years ago

Running Total

I have Measure Created for Total Saving and I would like to show the running total of Total Saving 

 

Total Saving in:

Jan 

Jan + Feb

Jan + Feb Mar and so on 

 

I have used the mentioned below 

 

running total measure = CALCULATE(SUM(Table1[Sales]),
                                           FILTER(ALL(Table1),
                                               'Table1'[Date] <= MAX('Table1'[Date])
                                               &&
                                                   YEAR('Table1'[Date]) = YEAR(MAX('Table1'[Date]))))

 

 
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5 Replies

  • nandic's avatar
    nandic
    Resident Rockstar
    6 years ago

    Hi Anonymous ,
    Did you try using function TotalYTD?

    Screenshot below displays 3 columns in list: YearMonth, Sales, Running Total. You can see that each year it reset, starts from beginning of the year until the end of year.
    In order to use it, you should mark you date table as date table.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    6 years ago

    Hi,

    Try these measures

    Sales = SUM(Table1[Sales])

    Sales YTD  = calculate([Sales],datesytd('Date'[Date]))

    To your visual, drag the Month Name from the Date Table.  Select a Year in the slicer.

    Hope this helps.

  • v-xicai's avatar
    v-xicai
    Community Support
    6 years ago

    Hi Anonymous ,

     

    You may change the formula like DAX below.

     

    running total measure =
CALCULATE (
    SUM ( Table1[Sales] ),
    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.

  • Tahreem24's avatar
    Tahreem24
    Super User
    6 years ago

    Anonymous ,

    Please try a below measure:

    Running total =
    CALCULATE(SUM(Sheet1[Sales]),FILTER(ALL(Sheet1),Sheet1[Date] <=MAX(Sheet1[Date]) && MONTH(Sheet1[Date])<=MONTH(MAX(Sheet1[Date]))))
    I replicated on my data and got the result.
     
  • v-xicai's avatar
    v-xicai
    Community Support
    6 years ago

    Hi  Anonymous  ,

     

    Does that make sense? If so, kindly mark the proper reply as a solution to help others having the similar issue and close the case. If not, let me know and I'll try to help you further.

     

    Best regards

    Amy