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vai
Frequent Visitor

Creating Running total chart using DAX

Hi I created a running total chart using measured from DAX and connecting them to a master calendar table query. Initially, these formulas worked fine (picture 1) when I set them up as a single directional relationships in the model view. But since I want to use the filters, I decided to change them to bi-directional so that it reflects appropriately, but then all my target lines go wonky (picture2). Is there something I am missing, or can do better to set this feature up? 

 

vai_1-1712605193882.png

 

vai_2-1712605219963.png

 

 

3 REPLIES 3
lbendlin
Super User
Super User

what was the rationale for the bidirectional link?

 

Did you use the Running Total Quick Measure?

vai
Frequent Visitor

For the first picture, if i click on the filters, only the top two (straight) target lines moved but not the other running total lines. And upon research online, I read this would be successful if my relationship was bidirectional. 

 

As for running total, I did not use quick measure. I created my own measures. Example:

RTYTD =

VAR MaxDate = MAX('Calendar Table'[Dates])

RETURN

CALCULATE(SUM('Table1'[Potential Cost Savings]), FILTER(ALLNOBLANKROW('Table1'), 'Table1'[Actual Date] <= MaxDate && 'Table1'[Actual Date] <> BLANK()))

I figured out most of the solution in the last few hours, where if i add allcrossfiltered bit to the measure, the lines are corrected to what it shouldve been line in the picture 1. But if i clear filters, the two target lines (green & blue) still show wonky like picture 2. The problem is I dont know how to add the cross-filter logic since they are not really measures, they are just static numbers being pulled from power query that I created with target amt. 

you can make them measures with a fake aggregation like MIN() or MAX() or AVERAGE()

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