Forum Discussion

Sarah_'s avatar
Sarah_
Frequent Visitor
3 years ago

Sum a Running Total

Hi,  I am trying to get a running 3 year total that then also sums for the quarter.    So what I want is something like this - Where I can calculate a running total, and then sum that total on a q...
Need Help
Sarah_'s avatar
Sarah_
Frequent Visitor
3 years ago

I am so appreciative of your help! But I need to do more than QTD sales. I have a 3 year running total by month, and want the quarter to be the sum of the 3 months' running value. So if Oct running total value is 50, Nov has sales of 10 which makes a running total of 60, and Dec again has sales of 10 so the running total is 70, then I want the Q4 total to = 50+60+70. But I can't sum the running total. It just gives the last month total. 

Ashish_Mathur's avatar
Ashish_Mathur
Super User
3 years ago

Hi,

Share some data to work with and show the expected result very clearly.

  • Sarah_'s avatar
    Sarah_
    Frequent Visitor
    3 years ago

    Hi Ashish, 

     

    I created an excel file with fake data to send, but I can't seem to upload it. Below is a new screenshot using the fake data, along with a description of what I see vs what I want to see. 

    Here is the formula I am using for the 3 year running total:

     

    3 Year Running Total =
    CALCULATE(SUM(Sheet1[Quantity]),
    FILTER(ALLEXCEPT(Sheet1,Sheet1[Description Detail]),
    Sheet1[Calendar Date] > MAX(Sheet1[Calendar Date])-1080 &&
    Sheet1[Calendar Date] <= MAX(Sheet1[Calendar Date])))
     
    Is there a way to upload an excel file here?
     
    Thank you!
    • Ashish_Mathur's avatar
      Ashish_Mathur
      Super User
      3 years ago

      Upload the file to Google Drive and share the download link.

      • Sarah_'s avatar
        Sarah_
        Frequent Visitor
        3 years ago

        Test File 

         

        Here's the data!