Forum Discussion
Running Total
ziyabikram96 , these are various way to have running totals with ate table
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date])) //monthly
QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date]))) //qrtly
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31")) //yearly
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date]))) //overall
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Sales Date])))
Can you share sample data and sample output in table format?
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.
I have a Sales Table & a Calendar Table where Sales table has many-to-1 relation with Calendar table. Here is my measure: