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

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!

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Super User
      3 years ago

      Hi,

      In another tab of that Excel workbook, please show the expected result.  The image you posted earlier is very small so I cannot understand what youw want.

      • Sarah_'s avatar
        Sarah_
        Frequent Visitor
        3 years ago

        Apologies for the delayed response - I just put a picture of the desired result in the second tab of the data sheet. Thank you!