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Greetings everyone!
I'm fairly new to PowerBI development and currently I am having some issues regarding the implementation of a Running Total per Month. I've searched a lot before writing this post, and I could not find any solution to my problem.
I have a table in the following format (consider the dates in the format "dd/mm/yyyy"):
Date | Value |
06/03/2020 | 1819 |
05/03/2020 | 1819 |
04/03/2020 | 777 |
03/03/2020 | 797 |
02/03/2020 | 266 |
29/02/2020 | 132 |
29/02/2020 | 132 |
28/02/2020 | 71 |
27/02/2020 | 70 |
26/02/2020 | 71 |
25/02/2020 | 74 |
24/02/2020 | 73 |
23/02/2020 | 76 |
22/02/2020 | 124 |
I need to implement a running sum per month, so the result should be something like:
Date | Value | Running sum |
06/03/2020 | 1819 | 5477 |
05/03/2020 | 1819 | 3659 |
04/03/2020 | 777 | 1840 |
03/03/2020 | 797 | 1063 |
02/03/2020 | 266 | 266 |
29/02/2020 | 132 | 823 |
29/02/2020 | 132 | 691 |
28/02/2020 | 71 | 559 |
27/02/2020 | 70 | 487 |
26/02/2020 | 71 | 417 |
25/02/2020 | 74 | 347 |
24/02/2020 | 73 | 273 |
23/02/2020 | 76 | 200 |
22/02/2020 | 124 | 124 |
The solutions I've found are pretty much the following DAX code:
CALCULATE (
SUMX(FILTER('Table';'Table'[Date] >= STARTOFMONTH('Table'[Date])); 'Table'[Value]);
ALL ('Table');
'Table'[Date] <= EARLIER ( 'Table'[Date] )
)
But that returns the running sum of the whole set of data, not respecting the "per month" criterion; like:
Date | Value | Running sum |
06/03/2020 | 1819 | 6300 |
05/03/2020 | 1819 | 4481 |
04/03/2020 | 777 | 2663 |
03/03/2020 | 797 | 1886 |
02/03/2020 | 266 | 1089 |
29/02/2020 | 132 | 823 |
29/02/2020 | 132 | 691 |
28/02/2020 | 71 | 559 |
27/02/2020 | 70 | 487 |
26/02/2020 | 71 | 417 |
25/02/2020 | 74 | 347 |
24/02/2020 | 73 | 273 |
23/02/2020 | 76 | 200 |
22/02/2020 | 124 | 124 |
Which is not acceptable regarding my application.
Can you guys help me with this issue?
Thanks in advance!
Best regards,
J Raiol
@amitchandak I think this will be easy for you.
Solved! Go to Solution.
Hello @JGRaiol ,
You may try this:
MTD SUM =
CALCULATE(
SUM([VALUE]),
DATESMTD([date])
)
Cheers!
Vivek
If it helps, please mark it as a solution
Kudos would be a cherry on the top 🙂
https://www.vivran.in/
Connect on LinkedIn
Hello @JGRaiol ,
You may try this:
MTD SUM =
CALCULATE(
SUM([VALUE]),
DATESMTD([date])
)
Cheers!
Vivek
If it helps, please mark it as a solution
Kudos would be a cherry on the top 🙂
https://www.vivran.in/
Connect on LinkedIn
Hi @vivran22, thanks for your help!
That works implemented as a measure!
One more quick question: can you give me any hints on how can I create a measure that could capture the dates in the current month? E.g. 01/april - Today, dinamically in the report, but it should not be varied with the Segment Data.
Thanks a lot!
I did not understand your second requirement. Can you demonstarte it with an example, the way you did earlier?
Cheers!
Vivek
https://www.vivran.in/
Connect on LinkedIn
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