Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
voidbydefault
Frequent Visitor

Problem with cumulative(running) total

Hi,

I am trying to calculate a cumulative/running total using:

 

Running Invoiced Amounts = 
VAR CurrentDate = MAX(AR_Balances[GL Date])
RETURN

CALCULATE(
    SUMX(AR_Balances, AR_Balances[Invoice Amount]),
    FILTER(
        ALL(AR_Balances),
        AR_Balances[GL Date] <= CurrentDate
    )
)

 

 

Above gives matrix following output:
GL Date*Invoice AmountCumulative Total
1-Jan-221001,050
15-Jan-222001,250
.........
31-Dec-222001,450
1-Jan-232501,700
.........
27-May-233002,200
Total1,0503,050

*GL Date = Invoice Date

 

Problems I am unable to fix::


1. Starting of cumulative total (1,050) is the sum of all invoices (total). Why and how to prevent so?

2. Cumulative total seemingly works (if starting 1,050 is ignored), but I expect it to reset as soon as the year changes on 31-Dec. How to achieve this?

 

Thanks.

3 REPLIES 3
raksone
Frequent Visitor

Can you share your PBI?

Nopes. Apologies.

voidbydefault
Frequent Visitor

Update:
I have managed to fix the first issue where cumulative total started with the sum of all invoices (i.e. 1,050) using below DAX. Please help me with the second problem. Thanks:

 

Solution to # 1:

Running Invoiced Amounts = 
VAR CurrentDate = MAX(AR_Balances[GL Date])
RETURN

CALCULATE(
    SUMX(AR_Balances, AR_Balances[Invoice Amount]),
    AR_Balances[GL Date] <= CurrentDate
)

Helpful resources

Announcements
Europe Fabric Conference

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

Power BI Carousel June 2024

Power BI Monthly Update - June 2024

Check out the June 2024 Power BI update to learn about new features.

RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.