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vai
Frequent Visitor

Running Total based on end of value in another column

Hello, 

 

I have two running total measures:

1. RunningTotal Past Dates = if the date is less than today, then create a running total of values in actualized savings column based on approved dates. 

2. Runnint Total Future dates: if the date is greater than or equal to today, then create a running total of values in future savings columns based on target dates. 

 

I have created running total formulas for both and they work, but the issue is I want the running total of "2." to start with the end of running total past dates aka "1." For example, if we refer to the picture below, I want the running total of the second to be 13.74 + 0.35, instead of starting with 0. Is there any suggestions on achieving this?

 

vai_0-1712861255830.png

Thank you!!

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @vai 

 

@Greg_Deckler Thank you very much for your prompt reply and here allow me to share my own method.

 

Here's some dummy data

 

"Table"

vnuocmsft_0-1713158979148.png

 

Create measures.

 

Running Total Past Dates = 
var _today = TODAY()
var _TotalPast = 
    CALCULATE(
        SUM('Table'[Values]), 
        FILTER(
            ALL('Table'), 
            'Table'[Date] < _today
        )
    )
RETURN 
    IF(
        SELECTEDVALUE('Table'[Date]) < _today, 
        _TotalPast, 
        BLANK()
    )

 

Runnint Total Future dates = 
var _today = TODAY()
var _TotalPast = 
    CALCULATE(
        SUM('Table'[Values]), 
        FILTER(
            ALL('Table'), 
            'Table'[Date] < _today
        )
    )
var _TotalFuture = 
    CALCULATE(
        SUM('Table'[Values]), 
        FILTER(
            ALL('Table'), 
            'Table'[Date] >= _today
        )
    )
RETURN 
    IF(
        SELECTEDVALUE('Table'[Date]) >= _today, 
        _TotalPast + _TotalFuture, 
        BLANK()
    )

 

Here is the result.

vnuocmsft_1-1713159200296.png

 

Regards,

Nono Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @vai 

 

@Greg_Deckler Thank you very much for your prompt reply and here allow me to share my own method.

 

Here's some dummy data

 

"Table"

vnuocmsft_0-1713158979148.png

 

Create measures.

 

Running Total Past Dates = 
var _today = TODAY()
var _TotalPast = 
    CALCULATE(
        SUM('Table'[Values]), 
        FILTER(
            ALL('Table'), 
            'Table'[Date] < _today
        )
    )
RETURN 
    IF(
        SELECTEDVALUE('Table'[Date]) < _today, 
        _TotalPast, 
        BLANK()
    )

 

Runnint Total Future dates = 
var _today = TODAY()
var _TotalPast = 
    CALCULATE(
        SUM('Table'[Values]), 
        FILTER(
            ALL('Table'), 
            'Table'[Date] < _today
        )
    )
var _TotalFuture = 
    CALCULATE(
        SUM('Table'[Values]), 
        FILTER(
            ALL('Table'), 
            'Table'[Date] >= _today
        )
    )
RETURN 
    IF(
        SELECTEDVALUE('Table'[Date]) >= _today, 
        _TotalPast + _TotalFuture, 
        BLANK()
    )

 

Here is the result.

vnuocmsft_1-1713159200296.png

 

Regards,

Nono Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Greg_Deckler
Community Champion
Community Champion

@vai This looks like a measure aggregation problem. See my blog article about that here: https://community.powerbi.com/t5/Community-Blog/Design-Pattern-Groups-and-Super-Groups/ba-p/138149

The pattern is:
MinScoreMeasure = MINX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
MaxScoreMeasure = MAXX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
AvgScoreMeasure = AVERAGEX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
etc.



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