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07-25-2017 06:17 AM - last edited 07-25-2017 06:28 AM
Running total performance measure
Calculate the running total of some column containing numerical values over any given period of time.
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
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.
I have DataSet like Three Years(2016,2017,2018) and Want to show in line chart running total with X-axis as Month of every year and Y-axis having Price. When i implemented this dax for 2016,2017,2018 all are overlapping(having same value).
Hi @Anonymous,
Pls share the data, your current result and the expected results. If possible please share the pbix file as well.
Thanks
Thanks I have figured it out where i was wrong. I just updated your DAX as per my requirements. Now its working fine.
I've edited a little in the post. There were a typo in the DAX formulas.
I'd really like to see this implemented. I'd label this Lifetime To Date
Hi @Anonymous Is it possible to calculate running total for a measure instead of a physical column? Please let me know, thanks