NAME:
Running total performance measure
DESCRIPTION:
Calculate the running total of some column containing numerical values over any given period of time.
PARAMETERS:
Name: Base value
Tooltip: The value you want to measure the running total performance on.
Type: Numerical field / measure
Name: Dates
Tooltip: The dates interval wherein you want to calculate the running total.
Type: Date field
DAX:
Approach if you have a time dimension:
Running total of {Base value} =
Calculate(
SUM({Base value}),
FILTER(
(ALL({Dates}),
{Dates} <= MAX ( {Dates from time dimension} )
)
)
Approach if you don't have a time dimension (this will only work if you have a row for each period of {Dates} in your date column):
Running total of {Base value} =
Calculate(
SUM({Base value}),
FILTER(
(ALL({Dates}),
{Dates} <= MAX ( {Dates} )
)
)
If you take a look at the .pbix, you'll find syntax for creating a time dimension and making the monthname + year column.
Don't hesitate to ask about the measure. I'll gladly elaborate on anything regarding it.
