Forum Discussion
Running total for a specific period
- 3 years ago
Hi, Kate_24
You can try the following methods.
Measure:
Cumulative = Var _Sum=CALCULATE(SUM('Table 1'[Sales]),FILTER(ALL('Table 2'),[Month_U]<=SELECTEDVALUE('Table 2'[Month_U]))) Var _Maxmonth=CALCULATE(MAX('Table 1'[Month]),ALL('Table 1')) Return IF(SELECTEDVALUE('Table 2'[Month_U])>_Maxmonth,BLANK(),_Sum)Is this the result you expect?
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- 3 years ago
Hi,
Please find attached the solution file.
Hope this helps.
Unfortunately OneDrive, Dropbox, Google Drive or Wetransfer are websites blocked by my Company.
Tables I have:
Month Sales
| 01/01/2023 | 152.535,00 € |
| 01/02/2023 | 94.820,00 € |
| 01/03/2023 | 40.693,00 € |
| 01/04/2023 | 123.050,00 € |
| 01/05/2023 | 18.207,00 € |
| 01/06/2023 | 138.413,00 € |
| 01/01/2023 | 137.746,00 € |
| 01/02/2023 | 186.861,00 € |
| 01/03/2023 | 168.635,00 € |
| 01/04/2023 | 191.546,00 € |
| 01/05/2023 | 85.014,00 € |
| 01/06/2023 | 182.044,00 € |
| 01/01/2023 | 103.580,00 € |
| 01/02/2023 | 98.778,00 € |
| 01/03/2023 | 134.944,00 € |
| 01/04/2023 | 43.533,00 € |
| 01/05/2023 | 111.179,00 € |
| 01/06/2023 | 140.790,00 € |
Table 2
Month_U
| 01/01/2023 |
| 01/02/2023 |
| 01/03/2023 |
| 01/04/2023 |
| 01/05/2023 |
| 01/06/2023 |
| 01/07/2023 |
| 01/08/2023 |
| 01/09/2023 |
| 01/10/2023 |
| 01/11/2023 |
| 01/12/2023 |
This is what I get after I create the quick measure "Running total" by month
| Month | Cumulative |
| Jan | 393.861,00 € |
| Feb | 774.320,00 € |
| Mar | 1.118.592,00 € |
| Apr | 1.476.721,00 € |
| May | 1.691.121,00 € |
| Jun | 2.152.368,00 € |
This is what I would like to have:
| Month | Cumulative |
| Jan | 393.861,00 € |
| Feb | 774.320,00 € |
| Mar | 1.118.592,00 € |
| Apr | 1.476.721,00 € |
| May | 1.691.121,00 € |
| Jun | 2.152.368,00 € |
| Jul | |
| Aug | |
| Sep | |
| Oct | |
| Nov | |
| Dec |
I would like that the sale cumulative graph would stop in June in order to let me add a forecast for next months.
I hope it is clear,
Thanks
Caterina
Hi, Kate_24
You can try the following methods.
Measure:
Cumulative =
Var _Sum=CALCULATE(SUM('Table 1'[Sales]),FILTER(ALL('Table 2'),[Month_U]<=SELECTEDVALUE('Table 2'[Month_U])))
Var _Maxmonth=CALCULATE(MAX('Table 1'[Month]),ALL('Table 1'))
Return
IF(SELECTEDVALUE('Table 2'[Month_U])>_Maxmonth,BLANK(),_Sum)
Is this the result you expect?
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.