Running Total with exclusions

Anonymous — Fri, 01 Jul 2022 12:23:01 GMT

Hi all,

I am trying to recreate a chart that the business uses currently in Excel, that I would like to move to Power BI. It is like a waterfall chart, but has Targets included in the chart as well (Budget and Forecast) like this:

to do this we have a table like this:

Category	CV €M	Index	CV €M 2	Base 2	Base 3
Q1Sold Churn	1.83	0	1.83	0.00	0.00
Q1 Unsold Churn	4.98	1	4.98	1.83	1.83
Q1 Sold Medium	1.34	2	1.34	6.81	6.81
Q1 Unsold Medium	3.59	3	3.59	8.15	8.15
Fcst Q1	25.22	4	0.00	11.74	0.00
Bud Q1	25.04	5	0.00	11.74	0.00
Q2 Sold Churn	1.83	6	1.83	11.74	11.74
Q2 Unsold Churn	4.98	7	4.98	13.57	13.57
Q2 Sold Medium	1.34	8	1.34	18.55	18.55
Q2 Unsold Medium	3.59	9	3.59	19.89	19.89
Deal 1	8.20	10	8.20	23.48	23.48
Deal 2	6.20	11	6.20	31.68	31.68
Deal 3	5.30	12	5.30	37.88	37.88
H1 YTD Fcst	56.09	13	0.00	43.18	0.00
H1 YTD Bud	70.14	14	0.00	43.18	0.00
Q3 Unsold Churn	6.81	15	6.81	43.18	43.18
Q3 Unsold Medium	4.93	16	4.93	49.99	49.99
Deal 4	17.30	17	17.30	54.92	54.92
Deal 5	4.60	18	4.60	72.22	72.22
Q3 YTD Fcst	99.27	19	0.00	76.82	0.00
Q3 YTD Bud	98.23	20	0.00	76.82	0.00
Q4 Unsold Churn	6.81	21	6.81	76.82	76.82
Q4 Unsold Medium	4.93	22	4.93	83.63	83.63
Deal 6	5.60	23	5.60	88.56	88.56
Deal 7	1.90	24	1.90	94.16	94.16
FY YTD Fcst	145.44	25	0.00	96.06	0.00
FY YTD Bud	145.44	26	0.00	96.06	0.00

The first 3 columns (Category, CV €M and Index) are the data table that we get from another system, and the last 3 columns are calculated:

CV €M 2 is simply the CV €M column, but Zero when the Category contains "Bud" or "Fcst"

Base 2 is the running total of CV €M 2 but offset by 1 row
Base 3 is Base 2, but Zero when the Category contains "Bud" or "Fcst"

We then use CV €M and Base 3 for the chart data

I am trying to calculate measures in DAX (Not M) to replicate these columns, and I can get to a running total:

Cumulative Base =

CALCULATE (

[CV €M],

FILTER (

ALLSELECTED ( 'FY Chart Data' ),

'FY Chart Data'[Rank] < MAX ( 'FY Chart Data'[Rank] )

)

But I am going round in circles tryng to do the offset, and then the Zero values wher the category is "Bud" or "Fcst". Any and all help/pointers would be greatly appreciated.

Thank you

Re: Running Total with exclusions

tamerj1 — Fri, 01 Jul 2022 14:09:50 GMT

Hi Anonymous

please try

Cumulative Base = VAR SelectedData = ALLSELECTED ( 'FY Chart Data' ) VAR CurrentRank = MAX ( 'FY Chart Data'[Rank] ) VAR PreviousData = FILTER ( SelectedData, 'FY Chart Data'[Rank] <= CurrentRank && NOT ( 'FY Chart Data'[category] IN { "Bud", "Fcst" } ) ) RETURN CALCULATE ( [CV €M], PreviousData )

Re: Running Total with exclusions

v-jianboli-msft — Tue, 05 Jul 2022 09:16:15 GMT

Hi Anonymous ,

Here is the DAX of these columns:

CV €M 2 = IF ( CONTAINSSTRING ( [Category], "Fcst" ) || CONTAINSSTRING ( [Category], "Bud" ), 0, [CV €M] ) Base 2 = VAR _a = CALCULATE ( SUM ( Table1[CV €M 2] ), FILTER ( Table1, [Index] < EARLIER ( [Index] ) ) ) RETURN IF ( ISBLANK ( _a ), 0, _a ) Base 3 = IF ( CONTAINSSTRING ( [Category], "Fcst" ) || CONTAINSSTRING ( [Category], "Bud" ), 0, [Base 2] )

Final output:

Best Regards,

Jianbo Li

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