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
Fabcon_Europe_Social_Bogo

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.

PBI_Carousel_NL_June

Fabric Community Update - June 2024

Get the latest Fabric updates from Build 2024, key Skills Challenge voucher deadlines, top blogs, forum posts, and product ideas.

RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

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