Using DAX Calculate in a column to get a column based running total

[BradyVan]

Hello,

I am trying to create a column that will show much a running total as of a given date. I have the function working as you can see below where it is showing me the running total sum of everything that meets the all except filter. However, I am struggling to find a way to filter the sum to only rows with a month value equal to or less than the date in the current row.

I.E the results by row should be

Row 1 = 7680

Row 2 = (7680 +2720) = 10,400
Row 3 = (7680 + 2720 - 3964) =  6,436

Etc.

Thank you!

[suparnababu8]

Hi @BradyVan 

Please use the below DAX measure to get desired output. 

RunningTotal = 
CALCULATE(
    SUM(OnHandHistory[QuantityMoved]),
    FILTER(
        ALLEXCEPT(OnHandHistory, OnHandHistory[Item_No], OnHandHistory[Location_Code]),
        OnHandHistory[Month] <= EARLIER(OnHandHistory[Month])
    )
)

I implemented the same in my PBI desktop and am getting correct results as per your requirement.

Unfortunately, I don't have access to add pbix file here. Just implement the above DAX code. Please let me know if it works.

Thank you!

Regards

Suparna Babu

[BradyVan · Accepted solution]

I was able to solve this 

https://community.fabric.microsoft.com/t5/DAX-Commands-and-Tips/Change-DAX-calculated-column-using-E...

Using this other thread. Unsure how to mark as solved.