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I need help with calculating running total for cales column on three basis, daily, weekly and monthly. and to always the starting point move forward as for daily 365 days from today, weekly 52 weeks from current week and monthly 12 months from current month. I have the following measures that start from the first available date always, how can i add above conditions?
thatnk you so much for your answer. It was very helpful. Now using these to functions though I can calculate the runnin totals monthly and weekly but when plot them in a line chart, the month turns into days when choosing days for X axis, How can i plot them in a line chart and lines remain monthly and daily each:
RolleUp Month =
VAR Period =
DATESINPERIOD(
'Date'[Date],
MAX('Date'[Date]),
-12,
MONTH
)
VAR totalSales =
CALCULATE(
[Total Sales],
Period
)
RETURN
totalSales
RolleUp Day =
VAR Period =
DATESINPERIOD(
'Date'[Date],
MAX('Date'[Date]),
-365,
DAY
)
VAR TotalSales =
CALCULATE(
[Total Sales],
Period
)
RETURN
TotalSales
@alan19 First, I would go with this format: (3) Better Running Total - Microsoft Fabric Community
So your first measure would be:
Better Daily RT =
VAR __Date = MAX('Date'[Date])
VAR __MinDate = __Date - 365
VAR __Table =
SUMMARIZE(
FILTER(ALLSELECTED('Table'),[Date] <= __Date && [Date] >= __MinDate),
[Date],
"__TotalSales", [Total Sales]
)
VAR __Result = SUMX( __Table, [__TotalSales]
RETURN
__Result
For Monthly this:
Better Monthly RT =
VAR __Date = MAX('Date'[Date])
VAR __PrevDate = EOMONTH( __Date, -12)
VAR __MinDate = DATE(YEAR(__PrevDate), MONTH(__PrevDate), 1)
VAR __Table =
SUMMARIZE(
FILTER(ALLSELECTED('Table'),[Date] <= __Date && [Date] >= __MinDate),
[Date],
"__TotalSales", [Total Sales]
)
VAR __Result = SUMX( __Table, [__TotalSales]
RETURN
__Result
For weekly, I recommmed using Sequential and then the format is almost exactly the same.
Sequential - Microsoft Fabric Community