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ahmoh43's avatar
ahmoh43
New Member
2 years ago
Solved

weekly running total

I want to make weekly trend as monthly trend 
Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi ahmoh43 

    Thanks for the solution MFelix  provided, and i want to offer some information for you to refer to.

    Sample data

     

     

    Create a measure.

     

    MEASURE =
CALCULATE (
    SUM ( 'Table'[Value] ),
    ALLSELECTED ( 'Table' ),
    'Table'[WeekNo] <= MAX ( 'Table'[WeekNo] )
)

     

    Then put the  the measure to the y-axis.

    Output

     

     

    Best Regards!

    Yolo Zhu

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

     

     

MFelix's avatar
MFelix
Super User
1 year ago

Hi SteffanieJ ,

 

Yes you can do that depending on the result you want to achieve you can add additional filter to the calculation to get the previous year values.

 

Depending on how you have the setup of your model you can do it using the DATEADD syntax for example or SAMEPERIODLASTYEAR or forcing the year to be equal to MAX(Year) - 1

SteffanieJ's avatar
SteffanieJ
Frequent Visitor
1 year ago

MFelix - I have the date add formula in the 2023 and 2024 columns. Here are the formulas used last year but when I change them to -2 and -1 year and then change my created year to 2025 the running total column goes blank.

OD SO 2023 = CALCULATE([SO Total Sales Shipped/Open],DATEADD('EB Orders'[SO CrtnDate].[Date],-1,year))
OD SO 2024 = CALCULATE([SO Total Sales Shipped/Open],DATEADD('EB Orders'[SO CrtnDate].[Date],-0,year))
YOY Formula - 
OD SO Week Diff 2023-2024 = CALCULATE([OD SO 2024]-'EB Orders'[OD SO 2023])
Running total formula - 
OD SO Week Diff running total in Week 2023-2024 =
CALCULATE(
    [OD SO Week Diff 2023-2024],
    FILTER(
        ALLSELECTED('EB Orders'[Created On Week]),
        ISONORAFTER('EB Orders'[Created On Week], MAX('EB Orders'[Created On Week]), DESC)
    )
)
 

 

 

  • MFelix's avatar
    MFelix
    Super User
    1 year ago

    Can you please share a mockup data or sample of your PBIX file. You can use a onedrive, google drive, we transfer or similar link to upload your files.

    If the information is sensitive please share it trough private message.