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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...
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  • 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 ran that formula and got the same results back as the formula I shared to start the thread. Thank you helping with this. 

 

I am now wondering how to get the totals to add month over month. 

Jan - Total Sales for Jan

Feb - Total Sales for Jan + Feb

Mar - Total Sales for Jan + Feb + Mar

 

I am still getting the same graph as I had before.  Where it is just showing the total amount in that month. I want it to add the previous months into the current months running total. Any idea on how to complete this process or if its possible to do so?

 

Thank you so much for all your help!