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lwbenso
Regular Visitor

Complicated running total- requesting DAX help

Basically I've made a running total chart of a count of organizations (column: "AccountName") who have signed an agreement with my company (column: "DateAgreementSigned) - see screenshot at the bottom. Where I need help is the fact that some of these organizations cancel the agreement on a certain date (column: DateAccountExited). So, the organization needs to be counted in the running total up until they have an exit day and after that date not to be counted.

 

The way the information is structured in PowerBI is as follows- there is an accounts table that contains the name and agreement start/exit dates. I created a separate date table that has all of the calendar dates from the year 2000-2025. I set a many to one active relationship between the DateAgreementSigned column and the Date column in the date table. I did this so even in years where another agreement may not have been signed, it will still show a number instead of omitting the year (especially if I have the chart broken down by month & year).

 

Here is the DAX code for the running total measure that is being used in the "Value" field for the chart:

RunningTotal = 
CALCULATE(
	COUNTA('accounts'[AccountName]),
    FILTER (
        ALL ( 'Date'[Date] ),
      'Date'[Date] <= MAX ('Date'[Date]) 
    )
)

The "axis" field for the chart is simply the Year column from the date table.

 

Current running total chart:

 

chartJPG.JPG

 

1 ACCEPTED SOLUTION

Hi @lwbenso

 

You could create a measure that calculates RunningTotal = Cumulative Signed - Cumulative Exited

 

One way to do this would be:

 

  1. Add an inactive relationship between 'accounts'[DateAccountExited] and 'Date'[Date]
  2. Create a measure like this:
    RunningTotal = 
    CALCULATE (
        VAR AccountsSigned =
            COUNTROWS ( accounts )
        VAR AccountsExited =
            CALCULATE (
                COUNTROWS ( accounts ),
                USERELATIONSHIP ( accounts[DateAccountExited], 'Date'[Date] )
            )
        RETURN
            AccountsSigned - AccountsExited,
        DATESBETWEEN ( 'Date'[Date], BLANK (), MAX ( 'Date'[Date] ) )
    )

Notes on the measure:

  • I used variables for readability - not required
  • I used DATESBETWEEN ( 'Date'[Date], BLANK (), MAX ( 'Date'[Date] ) ) as an alternative way of generating all dates up to the max date.

Regards,

Owen 🙂


Owen Auger
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View solution in original post

5 REPLIES 5
Anonymous
Not applicable

Try this:

 

RunningTotal = 
CALCULATE(
     COUNTROWS('accounts'),
     'accounts'[DateAccountExited] = BLANK(),     
     FILTER (
         ALL ( 'Date'[Date] ),
         'Date'[Date] <= MAX ('Date'[Date]) 
     )
)

Now you're telling Power BI to only look at rows that do NOT have an Exit date.  If there's an exit date, it will be removed from the calculation.

 

COUNTROWS() is typically faster than COUNTA().

@Anonymousthat is closer to what I am looking for, but would it be possible to leave them in the count until the exit date is reached (rather than take them out all together)?

 

Also- thanks for the tip on using COUNTROWS() Smiley Happy

Bump...maybe someone else has a tip?

Hi @lwbenso

 

You could create a measure that calculates RunningTotal = Cumulative Signed - Cumulative Exited

 

One way to do this would be:

 

  1. Add an inactive relationship between 'accounts'[DateAccountExited] and 'Date'[Date]
  2. Create a measure like this:
    RunningTotal = 
    CALCULATE (
        VAR AccountsSigned =
            COUNTROWS ( accounts )
        VAR AccountsExited =
            CALCULATE (
                COUNTROWS ( accounts ),
                USERELATIONSHIP ( accounts[DateAccountExited], 'Date'[Date] )
            )
        RETURN
            AccountsSigned - AccountsExited,
        DATESBETWEEN ( 'Date'[Date], BLANK (), MAX ( 'Date'[Date] ) )
    )

Notes on the measure:

  • I used variables for readability - not required
  • I used DATESBETWEEN ( 'Date'[Date], BLANK (), MAX ( 'Date'[Date] ) ) as an alternative way of generating all dates up to the max date.

Regards,

Owen 🙂


Owen Auger
Did I answer your question? Mark my post as a solution!
Blog
Twitter
LinkedIn

@OwenAuger-Worked flawlessly, thank you!

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