Running total using Month

[PRAVEENSC2023]

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

[Ritaf1983 · Accepted solution]

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

[Ritaf1983 · Accepted solution]

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

[PRAVEENSC2023]

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 · Accepted solution]

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.

[Ritaf1983]

Hi @PRAVEENSC2023 

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523