Running total and reference line

Lewdis_ 

Create measures for: CY Running Total, PY Running Total, Budget, Forecast.

Select a Line Chart and add your Date field to the Axis.
Add CY Running Total and PY Running Total to the Values.

In the Analytics pane, add Constant Lines for both Budget and Forecast.

If this helped, a Kudos 👍 or Solution mark would be great! 🎉
Cheers,
Kedar
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Hi Lewdis_,

Could you provide more information on the challenge you're facing?

You can simply use a line chart.

If this helped, a Kudos 👍 or Solution mark would be great! 🎉

I have tried to use a field for running total and it works fine in the last graph where I use a date field

But if I want to show both CY and PY next to each other using Year-Month field it doesnt work

Hi Lewdis_  ,
As Kedar_Pande  said, you can do this by adding a constant line for the y-axis in the analysis window. Here is the example data

Create columns

Running Total of PY Sales = 
VAR _currentDate = 'Table'[Date]
RETURN
SUMX(
    FILTER(
        'Table',
        'Table'[Date] <= _currentDate
    ),
    'Table'[PY Sales]
)

Running Total of CY Sales = 
VAR _currentDate = 'Table'[Date]
RETURN
SUMX(
    FILTER(
        'Table',
        'Table'[Date] <= _currentDate
    ),
    'Table'[CY Sales]
)

Running Total of CY Budget = 
VAR _currentDate = 'Table'[Date]
RETURN
SUMX(
    FILTER(
        'Table',
        'Table'[Date] <= _currentDate
    ),
    'Table'[CY Budget]
)

Create measure

Sum of budget = SUM('Table'[CY Budget])

Create line chart and constant line

Final output

Best regards,
Albert He

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