Running total by Fiscal Year and Client

[fazza1991]

Hi,

I need help creating a running total COLUMN by Fiscal Year & Client ID and reset every FY

Financial Year end = "30-06"

e.g. 

Date	AccountId	Revenue	Running Total
01/06/2021	123	10	10
01/07/2021	123	10	20
01/05/2022	123	10	30
01/06/2021	1234	20	20
01/07/2021	1234	20	40
01/04/2022	1234	10	50

Thank you in advance

[V-lianl-msft]

Hi @fazza1991 ,

If Financial Year end = "30-06" the result should be :

Date	AccountId	Revenue	Running Total
01/06/2021	123	10	10
01/07/2021	123	10	10
01/05/2022	123	10	20
01/06/2021	1234	20	20
01/07/2021	1234	20	20
01/04/2022	1234	10	30

and please try the DAX privided by @parry2k .

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[parry2k · Accepted solution]

@fazza1991 you can use TOTALYTD function and pass your yearend parameter:

RT = TOTALYTD ( SUM ( Table[Column] ), DATETable[Date], "06/30" )

 TOTALYTD function (DAX) - DAX | Microsoft Docs

Follow us on LinkedIn and  to our YouTube channel

Learn about conditional formatting at Microsoft Reactor

My latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡ Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.