Forum Discussion

Osmandfernanobi's avatar
Osmandfernanobi
Regular Visitor
6 years ago

Running sum with Period

Dear experts,    I have a situation where I wanted to show the running total in a line chart for Actuals, Expected, and Variance, we are able to get the values and create the visual. But having a s...
DAX
running total
osmandfernando's avatar
osmandfernando
Icon for Advocate I rankAdvocate I
6 years ago

Thank you for the reply

following are the formulas 

 

 

Actual = CALCULATE(SUM(Burn[ACTUAL]),FILTER(ALLSELECTED(Burn),Burn[TrxnDate]<=MAX(Burn[TrxnDate])))
Variance = CALCULATE(SUM(Burn[VARIANCE]),FILTER(ALLSELECTED(Burn),Burn[TrxnDate]<=MAX(Burn[TrxnDate])))
Expected = CALCULATE(SUM(Burn[BUDGET]),FILTER(ALLSELECTED(Burn),Burn[TrxnDate]<=MAX(Burn[TrxnDate])))
ibarrau's avatar
ibarrau
Icon for Super User rankSuper User
6 years ago

Try using one of my formulas changing the max_date like this:

Measure =
VAR max_date = 
CALCULATE (
    MAX(Burn[TrxnDate]);
    FILTER(
        ALL(Burn[TrxnDate];Burn[ACTUAL]);
        OR( Burn[ACTUAL]>0 ; Burn[ACTUAL] <> BLANK() )
    )
)
RETURN
--Formula--

 That should be the max date of the actual values. Then you can use that as variable of the other formulas.

Regards,