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GillyGils's avatar
GillyGils
Frequent Visitor
3 years ago
Solved

Optimize Running Total

Hi All,

I'm currently running the following DAX code for a Running Total based on a calculated measure. I'm looking to optimise the below DAX code?

 

VAR _Date = MAX ('Fact_Table'[Date])
VAR _Date11 = EOMONTH (_Date, -11)
VAR _Date10 = EOMONTH (_Date, -10)
VAR _Date9 = EOMONTH (_Date, -9)

 

VAR _Value11 = CALCULATE([Head Count],
FILTER(
ALL('Fact_Table'), 'Fact_Table'[Date] = _Date11)
)

VAR _Value10 = CALCULATE([Head Count],
FILTER(
ALL('Fact_Table'), 'Fact_Table'[Date] = _Date10)
)


VAR _Value9 = CALCULATE([Head Count],
FILTER(
ALL('Fact_Table'), 'Fact_Table'[Date] = _Date9)
)

 

RETURN _Value11 + _Value10 + _Value9 + [Head Count]

 

Example of results below:

 

 

Thanks.

General Comment
  • v-zhangti's avatar
    v-zhangti
    3 years ago

    Hi, GillyGils 

     

    You can try the following methods. 

    Measure:

    Running Head Count = SUMX(FILTER(ALL('Table'),[Date]<=SELECTEDVALUE('Table'[Date])),[Head Count])

    Is this the result you expect?

     

    Best Regards,

    Community Support Team _Charlotte

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

     

3 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    3 years ago

    GillyGils  Use a date table and try like. Date table's date should be joined with date of your table. Use date/month from date table in visual, slicer and measures

     

    CALCULATE([Head Count],filter(allselected(date),date[date] <=max(date[Date])))

    or

     

    Cumm Based on Date = CALCULATE([Head Count], Window(1,ABS,0,REL, ALLSELECTED('date'[date]),ORDERBY('Date'[date],ASC)))

     

    or

     

    CALCULATE([Head Count],filter(all(date),date[date] <=max(date[Date])))

     

    or

     

    Cumm Based on Date = CALCULATE([Head Count], Window(1,ABS,0,REL, all('date'[date]),ORDERBY('Date'[date],ASC)))

     

    Running Total/ Cumulative:
    https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=42

    Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc

    • GillyGils's avatar
      GillyGils
      Frequent Visitor
      3 years ago

      Thanks for the response.

      In my fact table, its only monthly data. So I only have month end dates so which are a whole number in which ive converted to 'Date'. Is there a solution to not have a date table included?

      • v-zhangti's avatar
        v-zhangti
        Community Support
        3 years ago

        Hi, GillyGils 

         

        You can try the following methods. 

        Measure:

        Running Head Count = SUMX(FILTER(ALL('Table'),[Date]<=SELECTEDVALUE('Table'[Date])),[Head Count])

        Is this the result you expect?

         

        Best Regards,

        Community Support Team _Charlotte

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