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Anonymous's avatar
Anonymous
Not applicable
9 years ago
Solved

Running Total - DAX

Hi all,   I have an issue calculating running totals. We use a matching chance metric to calculate a forecast.      Matching chance Job level = SUMX(VALUES(Table[column1]) ; CALCULATE(MAX(Table...
  • FarhanAhmed1984's avatar
    FarhanAhmed1984
    9 years ago
    Running Total = CALCULATE(SUM(Table1[columnA]); FILTER(ALL(Table1); Table1[Date] <= MAX(Table1[Date])),FILTER(ALLSELECTED(Table2[columnA]),Table2[columnA]=Table2[columnA]),FILTER(ALLSELECTED(Table1[columnB]),Table1[columnB]=Table1[columnB]))


    Then try this way in order to make filter works

FarhanAhmed1984's avatar
FarhanAhmed1984
Icon for Resolver III rankResolver III
9 years ago

Formula Looks good not sure if VALUES are helping out in this case. Try remove those and see if you are able to do calculations as desired.

 

Running Total = CALCULATE(SUM(Table1[columnA]); FILTER(ALL(Table1); Table1[Date] <= MAX(Table1[Date])))
  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Thanks for your response FarhanAhmed1984. I think I need to include the VALUES because I want to filter my visual based on Account (name) and Position (status). Or do you see another option?

    • FarhanAhmed1984's avatar
      FarhanAhmed1984
      Icon for Resolver III rankResolver III
      9 years ago
      Running Total = CALCULATE(SUM(Table1[columnA]); FILTER(ALL(Table1); Table1[Date] <= MAX(Table1[Date])),FILTER(ALLSELECTED(Table2[columnA]),Table2[columnA]=Table2[columnA]),FILTER(ALLSELECTED(Table1[columnB]),Table1[columnB]=Table1[columnB]))


      Then try this way in order to make filter works

      • Anonymous's avatar
        Anonymous
        Not applicable
        9 years ago

        Hi FarhanAhmed1984 Thank you very much. 

        The provided solution worked indeed. 

         

        Ronald