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raymondpocher
Advocate III
Advocate III

running total for multiple months or years

Hello Community,

 

I am looking for a way to calculcate the running total for a number of years or months. E.g. I want to accumulate the values like:

Running Total 1 Year

Running Total 2 Year

Running Total 3 Year

Running Total 4 Year

 

And have it all displayed in a table to consists of 20+ years.

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly without seeing how expected outcomes look like, but please try to write measures like below.

 

 

Running total one year measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -1, YEAR ),
    [Your total measure]
)

 

 

 

Running total two years measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -2, YEAR ),
    [Your total measure]
)

 

 

 

Running total three years measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -3, YEAR ),
    [Your total measure]
)

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

2 REPLIES 2
raymondpocher
Advocate III
Advocate III

that seemed to be working 🙂 thank you

Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly without seeing how expected outcomes look like, but please try to write measures like below.

 

 

Running total one year measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -1, YEAR ),
    [Your total measure]
)

 

 

 

Running total two years measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -2, YEAR ),
    [Your total measure]
)

 

 

 

Running total three years measure: =
SUMX (
    DATESINPERIOD ( 'Calendar'[Date], LASTDATE ( 'Calendar'[Date] ), -3, YEAR ),
    [Your total measure]
)

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


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