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Anonymous
Not applicable

Year to Date Rolling Total by Location

Good Day,

 

I am needing to a do a rolling total by year and location. If I filter it down to one location I get the correct results but having all locations selected in the column chart it gives wonky numbers. Can someone help me?
I currently have this formula

***
Better RT =
    VAR __Date = MAX('Assets'[Created_Date])
    VAR __Table = FILTER(ALLSELECTED('Assets'),[Created_Date] <= __Date)
RETURN
    SUMX(__Table,[Status Bit])
***

to get the rolling total and 

IF I have all locations filtered 

IGotTheP0werBI_0-1667333891261.png

Filtering one location = correct results

IGotTheP0werBI_1-1667333922839.png
Start adding more locations and it will start getting all wonky. 

IGotTheP0werBI_2-1667333945829.png

IGotTheP0werBI_3-1667334048136.png

IGotTheP0werBI_4-1667334109784.png

 

 

 

 

 

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@Anonymous Try:

Better RT =
    VAR __Date = MAX('Assets'[Created_Date])
    VAR __Location = MAX('Assets'[MC's (2) Branch_Location])
    VAR __Table = FILTER(ALLSELECTED('Assets'),[Created_Date] <= __Date && [MC's (2) Branch_Location] = __Location)
RETURN
    SUMX(__Table,[Status Bit])


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View solution in original post

1 REPLY 1
Greg_Deckler
Community Champion
Community Champion

@Anonymous Try:

Better RT =
    VAR __Date = MAX('Assets'[Created_Date])
    VAR __Location = MAX('Assets'[MC's (2) Branch_Location])
    VAR __Table = FILTER(ALLSELECTED('Assets'),[Created_Date] <= __Date && [MC's (2) Branch_Location] = __Location)
RETURN
    SUMX(__Table,[Status Bit])


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

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