Forum Discussion

OLoughanD's avatar
OLoughanD
Helper I
7 years ago
Solved

Running Total

Want to get a running total for each date by SalesReps, ordering by date (ie. Month column) ascending. I have highlighted in red what I am trying to achieve.  
Need Help
  • HotChilli's avatar
    HotChilli
    7 years ago
    RunningTote = VAR _SPerson = TableX[sPerson]
              VAR _Day = TableX[day]
RETURN
    CALCULATE(SUM([dTarget]), 
        FILTER(TableX,
            TableX[day] <= _Day && 
            TableX[sPerson] = _SPerson))

    Create a calculated column, swap in your table and column names.

     

    Quick Tip : For better help, post sample data rather than a picture of the data

Ashish_Mathur's avatar
Ashish_Mathur
Super User
7 years ago

Hi,

 

Try this:

 

  1. Create a Calendar Table and build a relationship from the Date column of the Data Table to the Date column of the Calendar Table
  2. In your visual, drag Date from the Calendar Table and SalesRep from the Data Table
  3. Write these measures

Target = SUM(Data[DailyTarget])

RunningTotal = CALCULATE([Target],DATESYTD(Calendar[Date],"31/12"))

 

Hope this helps.