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.

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        Hi  Atif

         

        Rolling total working good for me can you check once again and if its possible can show some ref images