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DAX running total that does not recalculate at each group

  1. #1
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    DAX running total that does not recalculate at each group

    Hello all,
    I have previously asked this question on Mr Excel but had no answer;

    https://www.mrexcel.com/board/thread...group.1209902/

    The quesition is I have a simple running total measure;

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    but when I have my date column include 'Month' the measure recalculates at the end of each month ; but I'd like it to carry on,
    Ive attached a workbook showing Month Date, which recalculates and another with just Date that carries on straight through which is what I'd like both to do.

    Richard
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    Last edited by davesexcel; 07-10-2022 at 05:30 AM.

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    Re: DAX running total that does not recalculate at each group

    There may be an easier way, however this is how I accomplished it:
    1. Used Power Query to group Sales by Date which produced the following Advanced Editor code:
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    2. Loaded the resulting table (columns H:J on Sheet 1) into the Data Model
    3. In the Data Model added a column (RTDAX2) using the following formula:
    Formula: copy to clipboard
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    Note that the Month Index and Month columns were added automatically.
    4. In the Pivot Table the new column is used in the Values area
    Note that subtotals and grand totals don't agree between the Aggregate (sales) column and the RTDAX2 (running total) column, so I chose not to display them.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: DAX running total that does not recalculate at each group

    Thanks, I haven't had time to go through it , so will have to leave until tomorrow and get back to you.

    RD

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    Re: DAX running total that does not recalculate at each group

    Well I had anther response, to removal all filter from date and month and then filer on the date.
    but the easiest way I've found is to just create a Calendar table, I've attached a workbook showing two pivots one using the 'calendar' and the other the dates from 'sales ' table and who the running total behave.

    RD
    Attached Files Attached Files

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