topic Calculate a Running Total as a variable which Resets based on a condition in DAX Commands and Tips

Calculate a Running Total as a variable which Resets based on a condition

SPGMat — Fri, 29 Dec 2023 19:24:15 GMT

Hi Members,

Im new to the world of PowerBI and I need help with the following Running Total I need to calculate in DAX.

Definition -> BalancePick = OpeningStockPosition + POs Pick - Demand

I want to calculate a Running Total on BalancePick by Date and Item (StockAfter Picks).

So My Current DAX Works well in the instance we have a large OpeningStockPosition and plentiful POs Pick on certain Dates:

StockAfter Picks =

CALCULATE (

SUM ( 'Summarized SOF'[BalancePick] ),

FILTER (

ALLEXCEPT (

'Summarized SOF',

'Summarized SOF'[Sales Orders and Forecast_Customer Item Number]

'Summarized SOF'[Sales Orders and Forecast_Pick Date]

<= EARLIER ( 'Summarized SOF'[Sales Orders and Forecast_Pick Date] )

&& 'Summarized SOF'[Sales Orders and Forecast_Customer Item Number]

<= MAX ( 'Summarized SOF'[Sales Orders and Forecast_Customer Item Number] )

)

Item Example 37816 where DAX Works

Item Example 37916 where DAX doesnt work

It doesnt work as No Opening Stock Position, plus not enough POs Pick.

Currently:

What I actually need StockAfter Picks to show (Yellow Highlights):

So what I actually need DAX to do is compute a running total between the current row and row above and check if its negative set to zero or its fine, then use that in the next running total computation.

In Variable Form

Let Opening Stock Postion= A

Let POs Pick = B

Let Demand = C

StockAfter Picks Row 1 = IF( A(1)+B(1)-C(1) <0 ,0 A(1)+B(1)-C(1) )

Let StockAfter Picks Row 1 = NewStockPosition(1)

StockAfter Picks Row 2 = IF( NewStockPostion(1) +B(2)-C(2) <0 ,0 ,NewStockPostion(1)+B(2)-C(2) )

Let StockAfter Picks Row 2 = NewStockPosition(2)

And it iterates so on based on the date column and item number column.

Re: Calculate a Running Total as a variable which Resets based on a condition

lbendlin — Sat, 30 Dec 2023 21:27:05 GMT

running totals in DAX cannot be conditional. The only place where you can do that is List.Accumulate in Power Query.

Re: Calculate a Running Total as a variable which Resets based on a condition

Anonymous — Mon, 01 Jan 2024 08:22:29 GMT

Hi SPGMat ,

You can refer the following thread which has the similar requirement as yours to get it:

Re: Running Balance - Reset to Zero - Microsoft Fabric Community

If the above one can't help you get the expected result, please provide some raw data in your table 'Summarized SOF' (exclude sensitive data) with Text format and your expected result. It would be helpful to find out the solution. You can refer the following link to share the required info:

How to provide sample data in the Power BI Forum

And It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards