cancel
Showing results for 
Search instead for 
Did you mean: 

Fabric is Generally Available. Browse Fabric Presentations. Work towards your Fabric certification with the Cloud Skills Challenge.

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
PBI November 2023 Update Carousel

Power BI Monthly Update - November 2023

Check out the November 2023 Power BI update to learn about new features.

Community News

Fabric Community News unified experience

Read the latest Fabric Community announcements, including updates on Power BI, Synapse, Data Factory and Data Activator.

Power BI Fabric Summit Carousel

The largest Power BI and Fabric virtual conference

130+ sessions, 130+ speakers, Product managers, MVPs, and experts. All about Power BI and Fabric. Attend online or watch the recordings.

Top Solution Authors
Top Kudoed Authors