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AVGUser_PBI
Helper I
Helper I

Running sum formula that does NOT reset at every year but starts with some constant amount.

I am working on to get running sum for cost that doesn't reset on year. I got one formula working but, for some reason it doesn't start with correct number as shown below:

 

AVGUser_PBI_0-1702420487570.png

there are no cost before 2017 but running sum line starts from 2014 with some constant cost. please help me figure out what I am doing wrong?

DAX:

Project_cost_cum_year = CALCULATE([project_cost_total],
                 FILTER(ALLEXCEPT(effective_date, effective_date[Date]),
                 ISONORAFTER(effective_date[Date].[Year], MAX(effective_date[Date].[Year]),DESC)
                 )
                 )
 
thanks,
 
1 ACCEPTED SOLUTION

yes, AllSELECTED formula works! Also, I made a booboo with date format. (facepalm)

 

thank you.

View solution in original post

3 REPLIES 3
AVGUser_PBI
Helper I
Helper I

on the side note:

 

If change the formula as shown below, then the chart starts with correct year and amount, however, it doesn't do the running sum.

AVGUser_PBI_0-1702421849235.png

 

Just curious, can you try and see if this works ... 

CALCULATE([project_cost_total],
     FILTER(ALLSELECTED(effective_date), 
          effective_date[Date] <= MAX(effective_date[Date])
                 )
)

 

Or

 

CALCULATE([project_cost_total],
     FILTER(ALL(effective_date), 
          effective_date[Date] <= MAX(effective_date[Date])
                 )
)

yes, AllSELECTED formula works! Also, I made a booboo with date format. (facepalm)

 

thank you.

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