Forum Discussion

Atif's avatar
Atif
Resolver I
8 years ago

Running Total

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(...
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v-yulgu-msft's avatar
v-yulgu-msft
Microsoft Employee
8 years ago

Hi Atif,

 

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?

 

Regards,

Yuliana Gu

  • Atif's avatar
    Atif
    Resolver I
    8 years ago

    v-yulgu-msft 

     

    The waterfall chart is not a must. I am interested in:

     

    • Running Total;
    • YoY Difference; and
    • YoY Variance

    The 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

     

    A sample of my data is as under with a lot of hidden columns.

     

    Day                 Revenue               Station            BU            Sub Category                       Paper       Size              Stations    Date

    Weekday             5,100LahoreDJLBack Page PanelJangB (6-10)LDec/1/2011
    Weekday             3,825LahoreDJLROP - AnnouncementJangB (6-10)LDec/1/2011
    Sunday             3,953LahoreDJLROP - Small SizeJangA( 1-5)LNov/1/2011
    Weekday             2,550MultanDJMROP - Small SizeJangB (6-10)MJul/1/2011
    Weekday             2,550MultanDJMROP - Small SizeJangB (6-10)MAug/1/2011
    Weekday             3,366RawalpindiDJRROP - Small SizeJangB (6-10)RJul/1/2011
    Sunday             5,387KarachiTNKROP - Small SizeNewsB (6-10)KJul/1/2011
    Sunday           76,886RawalpindiDJRROP - Prime DisplayJangG (Other)RJul/1/2011
    Sunday           10,816RawalpindiDJRROP - Small SizeJangB (6-10)LRJul/1/2011
    Sunday           12,996RawalpindiDJRROP - Small SizeJangB (6-10)RJul/1/2011
    Sunday           77,976RawalpindiDJRROP - Small SizeJangB (6-10)RJul/1/2011
    Weekday           22,572RawalpindiDJRROP - Small SizeJangB (6-10)RJul/1/2011
    Sunday             3,249RawalpindiDJRROP - Small SizeJangA( 1-5)RJul/1/2011
    Sunday           10,816RawalpindiDJRROP - Small SizeJangB (6-10)LRJul/1/2011
    Sunday

     

    The data against "Difference" is something like this:

     

    DifferenceFiscal YearComment
    xxxxxxxxxxFY18The exact amount is being displayed for current fiscal year
    0FY12 
    0FY13 
    0FY14 
    0FY15 
    0FY16 
    0FY17 

     

    The data against "Variance" is bringing no value

    Variance %Fiscal Year
    0FY12
    0FY13
    0FY14
    0FY15
    0FY16
    0FY17

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Hi Atif

       

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

       

       

      • Atif's avatar
        Atif
        Resolver I
        8 years ago

        Hi there Anonymous

         

        Thanks a bunch!

         

        The quick measure "Running Total" is displaying respective month's figures without adding up in following months.

         

        Moreover, I need running total based on Fiscal Year (July to June).

         

        The result of quick measure "Year-to-date total" is blank report.