Running Total

Question

The following formulae are displaying each month's respective figure rather than a running total.

"YTD Revenue = CALCULATE(SUM(Table1[Revenue]),FILTER(ALL('Calendar'[Date]),'Calendar'[Date]<=MAX('Calendar'[Date])))"

"LY YTD = CALCULATE([YTD Revenue], SAMEPERIODLASTYEAR('Calendar'[Date]))"

To calculate YoY difference and variance I am using the following:

Difference = [YTD Revenue]-[LY YTD]

Variance % = DIVIDE([Difference],[LY YTD])

A waterfall chart is being used to display the difference, but with above formula I am only getting total revenue of FY 2018.

The formula for variance is displaying previous months' headings with no value.

v-yulgu-msft · Answer

Hi&nbsp;Atif,
&nbsp;
Do you want to use a Waterfall chart to display YOY difference or running total? Could please share some sample data and show us the current result you have gotten?
&nbsp;
Regards,
Yuliana Gu

atif · Answer

v-yulgu-msft&nbsp;&nbsp;The waterfall chart is not a must. I am interested in:&nbsp;Running Total;YoY Difference; andYoY VarianceThe option of having a measure each for "YTD Total", "LY YTD", "Difference" and "Variance" will save me from creating 3 separate measures for each year i.e., "FY1&nbsp;A sample of my data is as under with a lot of hidden columns.&nbsp;Day &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Revenue &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Station &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; BU &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Sub Category &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Paper &nbsp; &nbsp; &nbsp; Size &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Stations &nbsp;&nbsp; DateWeekday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 5,100LahoreDJLBack Page PanelJangB (6-10)LDec/1/2011Weekday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3,825LahoreDJLROP - AnnouncementJangB (6-10)LDec/1/2011Sunday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3,953LahoreDJLROP - Small SizeJangA( 1-5)LNov/1/2011Weekday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,550MultanDJMROP - Small SizeJangB (6-10)MJul/1/2011Weekday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2,550MultanDJMROP - Small SizeJangB (6-10)MAug/1/2011Weekday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3,366RawalpindiDJRROP - Small SizeJangB (6-10)RJul/1/2011Sunday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 5,387KarachiTNKROP - Small SizeNewsB (6-10)KJul/1/2011Sunday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 76,886RawalpindiDJRROP - Prime DisplayJangG (Other)RJul/1/2011Sunday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 10,816RawalpindiDJRROP - Small SizeJangB (6-10)LRJul/1/2011Sunday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 12,996RawalpindiDJRROP - Small SizeJangB (6-10)RJul/1/2011Sunday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 77,976RawalpindiDJRROP - Small SizeJangB (6-10)RJul/1/2011Weekday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 22,572RawalpindiDJRROP - Small SizeJangB (6-10)RJul/1/2011Sunday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3,249RawalpindiDJRROP - Small SizeJangA( 1-5)RJul/1/2011Sunday&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 10,816RawalpindiDJRROP - Small SizeJangB (6-10)LRJul/1/2011Sunday&nbsp;The data against "Difference" is something like this:&nbsp;DifferenceFiscal YearCommentxxxxxxxxxxFY18The exact amount is being displayed for current fiscal year0FY12&nbsp;0FY13&nbsp;0FY14&nbsp;0FY15&nbsp;0FY16&nbsp;0FY17&nbsp;&nbsp;The data against "Variance" is bringing no valueVariance %Fiscal Year0FY120FY130FY140FY150FY160FY17&nbsp;

anonymous · Answer

Hi&nbsp;Atif&nbsp;Just to give an idea you can make use of quick measures it may help you out. refer the image below&nbsp;&nbsp;

atif · Answer

Hi there Anonymous&nbsp;Thanks a bunch!&nbsp;The quick measure "Running Total" is displaying respective month's figures without adding up in following months.&nbsp;Moreover, I need running total based on Fiscal Year (July to June).&nbsp;The result of quick measure "Year-to-date total" is blank report.

anonymous · Answer

Hi&nbsp;&nbsp;Atif&nbsp;Rolling total working good for me can you check once again and if its possible can show some ref images&nbsp;

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Weekday	5,100	Lahore	DJL	Back Page Panel	Jang	B (6-10)	L	Dec/1/2011
Weekday	3,825	Lahore	DJL	ROP - Announcement	Jang	B (6-10)	L	Dec/1/2011
Sunday	3,953	Lahore	DJL	ROP - Small Size	Jang	A( 1-5)	L	Nov/1/2011
Weekday	2,550	Multan	DJM	ROP - Small Size	Jang	B (6-10)	M	Jul/1/2011
Weekday	2,550	Multan	DJM	ROP - Small Size	Jang	B (6-10)	M	Aug/1/2011
Weekday	3,366	Rawalpindi	DJR	ROP - Small Size	Jang	B (6-10)	R	Jul/1/2011
Sunday	5,387	Karachi	TNK	ROP - Small Size	News	B (6-10)	K	Jul/1/2011
Sunday	76,886	Rawalpindi	DJR	ROP - Prime Display	Jang	G (Other)	R	Jul/1/2011
Sunday	10,816	Rawalpindi	DJR	ROP - Small Size	Jang	B (6-10)	LR	Jul/1/2011
Sunday	12,996	Rawalpindi	DJR	ROP - Small Size	Jang	B (6-10)	R	Jul/1/2011
Sunday	77,976	Rawalpindi	DJR	ROP - Small Size	Jang	B (6-10)	R	Jul/1/2011
Weekday	22,572	Rawalpindi	DJR	ROP - Small Size	Jang	B (6-10)	R	Jul/1/2011
Sunday	3,249	Rawalpindi	DJR	ROP - Small Size	Jang	A( 1-5)	R	Jul/1/2011
Sunday	10,816	Rawalpindi	DJR	ROP - Small Size	Jang	B (6-10)	LR	Jul/1/2011
Sunday

Difference	Fiscal Year	Comment
xxxxxxxxxx	FY18	The exact amount is being displayed for current fiscal year
0	FY12
0	FY13
0	FY14
0	FY15
0	FY16
0	FY17