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Datalover22's avatar
Datalover22
Frequent Visitor
4 years ago
Solved

Running total

Hi to the best community , Can someone help me with creating a measure or calculated column to get the sum of the running total of the assets per month ?  I attached 2 screenshots Thank you !! ...
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  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi Datalover22 ,

     

    Which visual do you want to put this Measure in and is there any other external filter?

    Please try this measure.

    Total =
CALCULATE (
    SUM ( 'Table'[Net Amount in USD] ),
    'Calendar'[Date] <= EOMONTH ( TODAY (), 0 )
)

    Please check the pbix file.

     

    Best Regards,
    Gao
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly -- How to provide sample data

mh2587's avatar
mh2587
Super User
4 years ago
Assets YTD :=
CALCULATE (
    SUM(TableName[Assets]),
    DATESYTD( 'Date'[Date] )
)
  • Datalover22's avatar
    Datalover22
    Frequent Visitor
    4 years ago

    Thank you! But Its not working

    • mh2587's avatar
      mh2587
      Super User
      4 years ago

      Hi
      You want the running total for a single or for the 12 months ( Year)

       

      • Datalover22's avatar
        Datalover22
        Frequent Visitor
        4 years ago

        Hi , thanks for your help! I want the recurring total per month until the current month

    • mh2587's avatar
      mh2587
      Super User
      4 years ago
      Assets RT :=
      VAR MaxDate = MAX ( 'Date'[Date] ) 
      RETURN
          CALCULATE (
              SUM(TableName[Assets]),          
              'Date'[Date] <= MaxDate,  
              ALL ( Date )              
          )