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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Running total

I am trying to get a calculate a running total per vendor. I am wanting to have each month sum all the previous months.  For example, a date range from Jan 2018 - Aug 2018. I want to know for a spec...
Need Help
  • v-danhe-msft's avatar
    v-danhe-msft
    8 years ago

    Hi Anonymous,

    Based on my test, you could refer to below formula:

    running total measure = CALCULATE(SUM(Table1[Sales]),
                                           FILTER(ALL(Table1),
                                               'Table1'[Date] <= MAX('Table1'[Date])
                                               &&
                                                   YEAR('Table1'[Date]) = YEAR(MAX('Table1'[Date]))))

    Result:

    You could download the pbix file to have a view, if the problem still occurs, could you please offer me some sample data to test?

    https://www.dropbox.com/s/yitavv5yxuxt418/Running%20total.pbix?dl=0

     

    Regards,

    Daniel He

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Anonymous I understood what you are trying to do, could you share your power bi file so I can see what you are doing of it?

Anonymous's avatar
Anonymous
Not applicable
8 years ago

try something like this

 

CurrentSales running total in FormatMM =
CALCULATE(
SUM('P3: Previous Month Sales'[CurrentSales]),
FILTER(
ALLSELECTED('P3: DimDate'[FormatMM]),
ISONORAFTER('P3: DimDate'[FormatMM], MAX('P3: DimDate'[FormatMM]), DESC)
)
)