RunningSum per month in dax

[Sander1401]

Hi All,

again I need your help. I have a visual (line- & barchart) with numbers per week, and a budget per month. The only problem is that I also need a runningsum per month and I don't seem to get it working.

Does anyone have an idea?

Thanks you!

[Anonymous · Accepted solution]

Hi @Sander1401 ,

Try this

RunningSum Sales per month =
CALCULATE (
    SUM ( 'Table'[Weekly sales] ),
    FILTER (
        ALLSELECTED ( 'Table' ),
        [Monthly budget] = MAX ( 'Table'[Monthly budget] )
            && [week] <= MAX ( 'Table'[week] )
    )
)

Best Regards,

Stephen Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Ashish_Mathur]

Hi,

In your Data, do you have a Date column or do you have a Month and Year column from where a Date can be generated?  If yes, then in the Calendar table, also have a Week number column. 

[speedramps]

How do you want to handle months which end mid week?

For example 1 Sep 2021 fell on a Wednesday.

If you organisation has specific rules then you need to create calendar with the month and week for each date, the use that to calculate your totals.