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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Running total with a specific start value

I have a problem regarding running totals:

 

1. I have sales data for 2017 and 2018 for every day

2. I want a running total of 2018 with the start value of "Sum of sales 2017"

  • Anonymous Please try this as a "New Measure"

     

    Test207 = 
    VAR _2017Sales = CALCULATE(SUM(Test207RunningTotal[Sales]),FILTER(ALL(Test207RunningTotal),Test207RunningTotal[Year]=2017))
    VAR _2018Sales = CALCULATE(SUM(Test207RunningTotal[Sales]),FILTER(ALL(Test207RunningTotal),Test207RunningTotal[Year]=2018 && Test207RunningTotal[Date] <= MAX(Test207RunningTotal[Date])))
    RETURN IF(MAX(Test207RunningTotal[Year])=2018,_2017Sales + _2018Sales)

6 Replies

  • PattemManohar's avatar
    PattemManohar
    Community Champion

    Anonymous  Please try this as a New Column

     

    RunningTotal = 
    VAR _2017Sales = CALCULATE(SUM(Test207RunningTotal[Sales]),FILTER(ALL(Test207RunningTotal),Test207RunningTotal[Year]=2017))
    VAR _2018Sales = CALCULATE(SUM(Test207RunningTotal[Sales]),FILTER(ALL(Test207RunningTotal),Test207RunningTotal[Year]=2018 && Test207RunningTotal[Date] <= EARLIER(Test207RunningTotal[Date])))
    RETURN IF(Test207RunningTotal[Year]=2018, _2017Sales+_2018Sales)

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you PattemManohar for your solution - I wonder if there is a generic solution with a measure since I prefer not to have a calculated column!

      /Sebastian

      • PattemManohar's avatar
        PattemManohar
        Community Champion

        Anonymous Please try this as a "New Measure"

         

        Test207 = 
        VAR _2017Sales = CALCULATE(SUM(Test207RunningTotal[Sales]),FILTER(ALL(Test207RunningTotal),Test207RunningTotal[Year]=2017))
        VAR _2018Sales = CALCULATE(SUM(Test207RunningTotal[Sales]),FILTER(ALL(Test207RunningTotal),Test207RunningTotal[Year]=2018 && Test207RunningTotal[Date] <= MAX(Test207RunningTotal[Date])))
        RETURN IF(MAX(Test207RunningTotal[Year])=2018,_2017Sales + _2018Sales)