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mhgottsc
Helper I
Helper I

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!

mhgottsc_0-1640629732776.png

 

1 ACCEPTED SOLUTION

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)
    )
)

View solution in original post

6 REPLIES 6
VahidDM
Super User
Super User

Hi @mhgottsc 

 

You need to add a Date table [Calendar Table] to your report.
To work with Data Analysis Expressions (DAX) time intelligence functions, there's a prerequisite model requirement: You must have at least one date table in your model.

 

Check this link:

https://www.vahiddm.com/post/creating-calendar-table-with-3-steps

 

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
LinkedIn: 
www.linkedin.com/in/vahid-dm/

 

 

AlexisOlson
Super User
Super User

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

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

 

I tried that an unfortentetly it doesnt. 

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

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)
    )
)

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

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