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ElenaJ
Frequent Visitor

Change Running Total date to today

Hi,

I have a running total measure that calculates till the last month on the calendar. How can I change it so it can calcuate till the current monthly only?  I tried change Max date to <= today () but it did not work.

 

Forecast Cumulative = CALCULATE(

    SUM(' Schedule'[Forecast]),

    USERELATIONSHIP(CalendarM[Date],'Schedule'[Forecasted Date]),

    FILTER(

        ALLSELECTED('CalendarM'[Date]),

        ISONORAFTER('CalendarM'[Date], MAX('CalendarM'[Date]), DESC)

    )

)

 

Thanks in advance!

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@ElenaJ , Try like

 

Forecast Cumulative = CALCULATE(

SUM(' Schedule'[Forecast]),

USERELATIONSHIP(CalendarM[Date],'Schedule'[Forecasted Date]),

FILTER(

ALLSELECTED('CalendarM'[Date]),

ISONORAFTER('CalendarM'[Date], MAX('CalendarM'[Date]), DESC)
&& 'CalendarM'[Date] <= today()

)

)

 

 

Or

 

if( max('CalendarM'[Date]) <= today() ,CALCULATE(

SUM(' Schedule'[Forecast]),

USERELATIONSHIP(CalendarM[Date],'Schedule'[Forecasted Date]),

FILTER(

ALLSELECTED('CalendarM'[Date]),

ISONORAFTER('CalendarM'[Date], MAX('CalendarM'[Date]), DESC)
&& 'CalendarM'[Date] < today()

)

) , blank() )

View solution in original post

2 REPLIES 2
ElenaJ
Frequent Visitor

Thanks a lot @amitchandak , the second one worked.

 

 

amitchandak
Super User
Super User

@ElenaJ , Try like

 

Forecast Cumulative = CALCULATE(

SUM(' Schedule'[Forecast]),

USERELATIONSHIP(CalendarM[Date],'Schedule'[Forecasted Date]),

FILTER(

ALLSELECTED('CalendarM'[Date]),

ISONORAFTER('CalendarM'[Date], MAX('CalendarM'[Date]), DESC)
&& 'CalendarM'[Date] <= today()

)

)

 

 

Or

 

if( max('CalendarM'[Date]) <= today() ,CALCULATE(

SUM(' Schedule'[Forecast]),

USERELATIONSHIP(CalendarM[Date],'Schedule'[Forecasted Date]),

FILTER(

ALLSELECTED('CalendarM'[Date]),

ISONORAFTER('CalendarM'[Date], MAX('CalendarM'[Date]), DESC)
&& 'CalendarM'[Date] < today()

)

) , blank() )

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