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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
Anonymous's avatar
Anonymous
Not applicable
6 years ago

I can see you don't have a proper Date table in the model. This will lead to a lot of issues and bugs you will not even be aware of. Please watch these before starting modeling in PBI:

 

https://www.youtube.com/watch?v=78d6mwR8GtA

https://www.youtube.com/watch?v=_quTwyvDfG0

 

and read this to know why you should always use correct star schemas:

 

https://www.sqlbi.com/articles/understanding-dax-auto-exist/

 

Also, here's how to properly deal with the future in time-intel calculations:

 

https://www.sqlbi.com/articles/hiding-future-dates-for-calculations-in-dax/

 

Best
D

Osmandfernanobi's avatar
Osmandfernanobi
Regular Visitor
6 years ago

Anonymous Thank you for your great ideas. 

 

ibarrau Thank you for your replies, I tried the formula you gave me but it did not work. To make the things simple I created a simple table visual. Then I created a Running sun measure for actuals. The following is the screenshot of it. I want to stop showing the running total from Period 6 onwards. How can I do it. 

 

Following is the formula I have for the running total

ACTUAL running total in MONTH =
CALCULATE(
    SUM('Burn'[ACTUAL]),
    FILTER(
        ALLSELECTED('Burn'[MONTH]),
        ISONORAFTER('Burn'[MONTH], MAX('Burn'[MONTH]), DESC)
    )
)

 

 

 

Osmand