Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Cumulative Running Total with Missing Values

Hi, Im fairly new to Power BI and I'm struggling to work out how to avoid my cumulative/YTD running total line graph dipping back down to zero when I don't have any values in a particular month. It s...
v-yulgu-msft's avatar
v-yulgu-msft
Microsoft Employee
8 years ago

Hi Anonymous,

 

Please try this:

Total Agreements = COUNTROWS(agreements)

YTD Cumulative =
IF (
    COUNTROWS ( agreements ) = BLANK (),
    CALCULATE (
        [Total Agreements],
        FILTER (
            ALLSELECTED ( agreements ),
            (
                MONTH ( [executiondate] )
                    <= MONTH ( MAX ( agreements[executiondate] ) ) - 1
            )
        ),
        GROUPBY ( 'Date', 'Date'[Fiscal Year] )
    ),
    CALCULATE (
        [Total Agreements],
        FILTER (
            ALLSELECTED ( agreements ),
            ( [executiondate] <= MAX ( agreements[executiondate] ) )
        ),
        GROUPBY ( 'Date', 'Date'[Fiscal Year] )
    )
)

 

Regards,

Yuliana Gu

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    Hi there v-yulgu-msft,

     

    Thanks for looking into this problem for me, but unfortunately that doesn't seem to be working as that gives me a broken line for that missing month.

     

    I created 2 new measures called v2Total Agreements & v2YTD Cumulative (rather than changing my current ones) and this is how the graph now looks and I created a table to show the actual figures for my original measures and the new ones:

     

     

     

     

    As you can see there is no figure for v2YTD Cumulative for December Fiscal Year 2016, I'm trying to get it to say 21 (which is the same figure for November).

     

    Really appreciate you looking into this for me.

     

    Just to confirm here is the new measure created:

     

    v2YTD Cumulative =
    IF (
    COUNTROWS ( agreements ) = BLANK (),
    CALCULATE (
    [v2Total Agreements],
    FILTER (
    ALLSELECTED ( agreements ),
    (
    MONTH ( [executiondate] )
    <= MONTH ( MAX ( agreements[executiondate] ) ) -1
    )
    ),
    GROUPBY ( 'Date', 'Date'[Fiscal Year] )
    ),
    CALCULATE (
    [v2Total Agreements],
    FILTER (
    ALLSELECTED ( agreements ),
    ( [executiondate] <= MAX ( agreements[executiondate] ) )
    ),
    GROUPBY ( 'Date', 'Date'[Fiscal Year] )
    )
    )

     

    Thanks,

    Andy