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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Need help with running total

I am atemting to get a running total from the start of wnd of 2019 to the current date. Included is a picture of my dax code that is not currently working. Thanks!  
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  • Anonymous's avatar
    Anonymous
    4 years ago

    I was able to fix it by making a my own date table and using this code:

    Total Revenue running total in Quarter =
    CALCULATE(
        SUM('Matt-DataForBI'[Total Revenue]),
        FILTER(
            ALLSELECTED('Date'[Quarter]),
            ISONORAFTER('Date'[Quarter], MAX('Date'[Quarter]), DESC)
        )
    )
AlexisOlson's avatar
AlexisOlson
Icon for Super User rankSuper User
4 years ago

Does it help at all if you replace the ISONORAFTER line with the following?

'Matt-DataForBI'[Date Closed] <= MAX ( 'Matt-DataForBI'[Date Closed] )

 

Anonymous's avatar
Anonymous
Not applicable
4 years ago

I tried that an unfortentetly it doesnt. 

  • AlexisOlson's avatar
    AlexisOlson
    Icon for Super User rankSuper User
    4 years ago

    Hmm. What if you replace ALLSELECTED ( 'Matt-DataForBI'[Date Closed] ) with ALLSELECTED ( 'Matt-DataForBI' )?

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      I was able to fix it by making a my own date table and using this code:

      Total Revenue running total in Quarter =
      CALCULATE(
          SUM('Matt-DataForBI'[Total Revenue]),
          FILTER(
              ALLSELECTED('Date'[Quarter]),
              ISONORAFTER('Date'[Quarter], MAX('Date'[Quarter]), DESC)
          )
      )
      • AlexisOlson's avatar
        AlexisOlson
        Icon for Super User rankSuper User
        4 years ago

        Great! Having a date dimension table is almost always a good idea.