Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Power BI is turning 10! Let’s celebrate together with dataviz contests, interactive sessions, and giveaways. Register now.

Reply
sboobar
Frequent Visitor

Cumulative Total Changes with Date Hierarchy Filter

I finally found how to create a cumulative total measure, but now I'm running into the problem of the cumulative total changing when I filter to see certain dates.

 

I want the cumulative total to always start from 0, or the first production date, but still be able to only view specific points in time.

For example when I view only 2023- the cumulative total starts from January 2023, not the first production date back in 2019. The Date column used below is essentially record date.

 

Right now my measure is this:

Cumulative Water =
CALCULATE(
    SUM('MRC_DailyProdDisp'[GrossWaterProd]),
    FILTER(
        ALLSELECTED('MRC_DailyProdDisp'),
        ('MRC_DailyProdDisp'[Date] <= MAX('MRC_DailyProdDisp'[Date])
        )
    ))
4 REPLIES 4
Greg_Deckler
Super User
Super User

@sboobar You can do this using Better Running Total, using CALCULATE in a single table data model is going to give you wonky results a lot of times. Better Running Total - Microsoft Power BI Community

 

You *might* be able to get there switching your ALLSELECTED to ALL



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!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

I was able to create the cumulative (or running total) without 'calculate' but I still have the same issues when it comes to viewing/filtering to specific time periods- my measure changes its cumulative total depending on the dates I have selected. The measure I used is below:

 

Cumulative Water =
VAR _Date = MAX(MRC_DailyProdDisp[Date])
VAR _Table = FILTER(ALLSELECTED('MRC_DailyProdDisp'),[Date] <= _Date)
RETURN
SUMX(_Table,[GrossWaterProd])
 
I want the cumulative total to no matter what start from the first date (say in 2002) and even if I'm only viewing 2023 data in a table I still want the cumulative total to start from 2002. Currently when I view only 2023 data it starts the cumulative calculation in January 2023.

This worked in SQL using Spotfire, just trying to find DAX equivalent for Power BI

 

Sum([GrossWaterProd]) over (Intersect([PropNum],AllPrevious([Date])))

Example of cumulative total changing:

Location with 2023 selected:

sboobar_0-1676559899117.png

Location with 2022-2023 selected:

sboobar_1-1676559998387.png

 

Helpful resources

Announcements
June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.