Forum Discussion

PRAVEENSC2023's avatar
PRAVEENSC2023
Frequent Visitor
2 years ago
Solved

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 co...
Need Help
  • Ritaf1983's avatar
    Ritaf1983
    2 years ago

    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

  • Ashish_Mathur's avatar
    Ashish_Mathur
    2 years ago

    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.

PRAVEENSC2023's avatar
PRAVEENSC2023
Frequent Visitor
2 years ago

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

Ashish_Mathur's avatar
Ashish_Mathur
Super User
2 years ago

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.