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AkashSD
Regular Visitor

updating running total by month quick measure dax code so that calculation starts from April

I used quick measure to create running total by month (Value- 'Recognized TCV(converted),  Running Field- 'Expected Date of BO') and result came as below.How should i update the code so that running total starts in April and end by March.  as you can see in image below, total starts from January which we want to change to April

 

CALCULATE(
    SUM('Opportunity'[Recognised TCV(converted)]),
    FILTER(
        CALCULATETABLE(
            SUMMARIZE(
                'Opportunity',
                'Opportunity'[Expected_BO_date__c].[MonthNo],
                'Opportunity'[Expected_BO_date__c].[Month]
            ),
            ALLSELECTED('Opportunity')
        ),
        ISONORAFTER(
            'Opportunity'[Expected_BO_date__c].[MonthNo], MAX('Opportunity'[Expected_BO_date__c].[MonthNo]), DESC,
            'Opportunity'[Expected_BO_date__c].[Month], MAX('Opportunity'[Expected_BO_date__c].[Month]), DESC
        )
    )
)

 

AkashSD_0-1689257376198.png

 

2 REPLIES 2
Greg_Deckler
Super User
Super User

@AkashSD This approach might provide you with greater flexibility:



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Hi @Greg_Deckler, Thanks for the response.
I do not have problem with calculate function, the code is running fine. While the code in your video might also work, it will still run from Jan to Dec.  I am looking for way to modify the code so that running total runs from Apr-Mar and not Jan-Dec

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