Forum Discussion
Running total using Month
Hi all,
Iam newbie to power bi. Need to help in solving running total
I Need to write a dax query which calculates runnning total
Year is coming from OrderDate table
Month is coming from OrderDate table
Total Sales is coming from [Total Sales] measure
Plesase help me writing the query
OrderDate and Total Sales is coming from SalesOrderHeader table in AdventureWorks table
Hi PRAVEENSC2023
I recommend creating a calendar table. This will not only help you with the specific metric, but it will also give you a lot of value when working on period-of-time analysis, including linking to other tables.
After you have a date table you can use a simple dax measure TOTALYTD:running _monthly = TOTALYTD([total_sales],'Calendar'[Date])Pbix is attached.
tutorial of creating a calendar table is here :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
it includes a scripts
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Hi,
You will need to create a relationship (Many to One and Single) from the OrderDate column to the Date column of the Calendar Table. To your visuals/slicers/filters, drag Year and Month name from the Calendar Table.
4 Replies
Hi PRAVEENSC2023
I recommend creating a calendar table. This will not only help you with the specific metric, but it will also give you a lot of value when working on period-of-time analysis, including linking to other tables.
After you have a date table you can use a simple dax measure TOTALYTD:running _monthly = TOTALYTD([total_sales],'Calendar'[Date])Pbix is attached.
tutorial of creating a calendar table is here :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
it includes a scripts
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Thanks for the reply. I Have orderdate column in the table . In the modelling orderdate needs to be connected with the new date in the modelling
Hi,
You will need to create a relationship (Many to One and Single) from the OrderDate column to the Date column of the Calendar Table. To your visuals/slicers/filters, drag Year and Month name from the Calendar Table.
