Running Total

[RobynMoller23]

Hi

I am trying to compare running total over 3 years.  The previous 2 years are okay but I want the Running total to stop at the current month in this FY.  The code I am using is 

FY Running total =

CALCULATE(

    [Cases],

    FILTER(

        CALCULATETABLE(

            SUMMARIZE('Date_Tbl',Date_Tbl[FY Month],Date_Tbl[Month Name]),

            ALLSELECTED('Date_Tbl')

            ),

                ISONORAFTER(

                    'Date_Tbl'[FY Month], MAX('Date_Tbl'[FY Month]), DESC,

            'Date_Tbl'[Month Name], MAX('Date_Tbl'[Month Name]), DESC

        )

    )

)

   

[Ritaf1983 · Accepted solution]

Hi @RobynMoller23 
You can filter out the "future" months.

Please refer to the linked video:
https://www.youtube.com/watch?v=VXd1wl-5vKI&t=5s

in the video, they use the logic of the last transaction, you can also implement the same according to today()

 If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

[DallasBaba]

@RobynMoller23 To calculate the running total up to the current month in this fiscal year, you can modify the code to include DATESYTD('Date_Tbl'[Date]) as follows :

FY Running total =
CALCULATE(
    [Cases],
    FILTER(
        CALCULATETABLE(
            SUMMARIZE('Date_Tbl',Date_Tbl[FY Month],Date_Tbl[Month Name]),
            ALLSELECTED('Date_Tbl')
            ),
                ISONORAFTER(
                    'Date_Tbl'[FY Month], MAX('Date_Tbl'[FY Month]), DESC,
            'Date_Tbl'[Month Name], MAX('Date_Tbl'[Month Name]), DESC
        )
    ),
    DATESYTD('Date_Tbl'[Date])
)

Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was helpful in other ways, please consider giving it a Thumbs Up.

Best Regards,

Dallas.