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Callmeadel
New Member

RunningTotal to stop at max Date

Good afternoon,

 

I was just wondering what can of dax formula can I use to show the max date of my line

the orange line is Actual transaction amount and blue line is the Estimated amount problem is I dont want the orange line to keep going the max date should be may. 

 

Thank you!

Callmeadel_0-1653342161550.png

 

2 ACCEPTED SOLUTIONS
daXtreme
Solution Sage
Solution Sage

Here it is how to do what you want.

 

Navigate to this page:

Standard time-related calculations – DAX Patterns

and then to this header:

Controlling the visualization in future dates

 

This shows exactly how to deal with such issues.

View solution in original post

v-zhangti
Community Support
Community Support

Hi, @Callmeadel 

 

You can try the following methods.

Measure:

RunningTotal =
IF (
    MONTH ( SELECTEDVALUE ( 'Table'[Date] ) ) <= MONTH ( TODAY () ),
    CALCULATE (
        SUM ( 'Table'[Actual transaction] ),
        FILTER ( ALL ( 'Table' ), [Date] <= SELECTEDVALUE ( 'Table'[Date] ) )
    ),
    BLANK ()
)

vzhangti_0-1653543605757.png

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

View solution in original post

5 REPLIES 5
v-zhangti
Community Support
Community Support

Hi, @Callmeadel 

 

You can try the following methods.

Measure:

RunningTotal =
IF (
    MONTH ( SELECTEDVALUE ( 'Table'[Date] ) ) <= MONTH ( TODAY () ),
    CALCULATE (
        SUM ( 'Table'[Actual transaction] ),
        FILTER ( ALL ( 'Table' ), [Date] <= SELECTEDVALUE ( 'Table'[Date] ) )
    ),
    BLANK ()
)

vzhangti_0-1653543605757.png

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

Thank you zhangti, I will test your method out

 

This is a method I used and worked great

 
ActivateDates =
var maxActiveDates= MAX('TR-Combined'[Date])
var minactivedates= MIN('TR-Combined'[Date])
return
SWITCH(
true(),
DateCombined[Date]>= minactivedates&&
DateCombined[Date]<=maxActiveDates,1,0)
 
 
Cumulative Transcaction =
SWITCH(
true(),
Max(DateCombined[ActivateDates])=1
CALCULATE(
sum('TR-Combined'[Spent]),
all(DateCombined[Date]),
DateCombined[Date]<=MAX(DateCombined[Date])))
daXtreme
Solution Sage
Solution Sage

Here it is how to do what you want.

 

Navigate to this page:

Standard time-related calculations – DAX Patterns

and then to this header:

Controlling the visualization in future dates

 

This shows exactly how to deal with such issues.

Thank you for the reply, I have created that measure it did say we can't use it on the report so how can it be used to fitler the graph? Do I drag it to filters because it won't let me add it to values.

They wanted me to use it in a column and then use a slicer that makes sense, but my table doesnt have any data after may so everything is returning True which still keeps the line 😞

 

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