Cumulative Total with an additional filter category

[arichard19]

I would like to filter the running cumulative total based on categories. However, the general running cumulative total measure I use, does not appear to be filtering correctly. At the moment, my work around has been creating a CalculatedTable where I filter based on the category and then create a cumulative total measure on the filtered table. This returns the correct values. I do realize that for performance reasons this is definitely not the best way to go. Ideally, I should be able to take the following measure: 

Amount running total in %Date =

CALCULATE(

    SUM('Sachposten'[Amount]),

    FILTER(

        ALLSELECTED('Kalender'[%Date]),

        ISONORAFTER('Kalender'[%Date], MAX('Kalender'[%Date]), DESC)

    )

)

and do the following 

Amount running total in %Date =

CALCULATE(

    SUM('Sachposten'[Amount]),

    FILTER(

        ALLSELECTED('Kalender'[%Date]),

        ISONORAFTER('Kalender'[%Date], MAX('Kalender'[%Date]), DESC)

    ),

    FILTER(

       Sachposten, Sachposten[Category II ] = "Current Liabilities" )

    )

)

As of right now, doing this returns the incorrect values

[Ashish_Mathur]

Hi,

Share some data and show the expected result.

[V-lianl-msft]

Hi @arichard19 ,

Try :

Amount running total in %Date =
IF(MAX(Sachposten[Category II ]) = "Current Liabilities",
CALCULATE(
    SUM('Sachposten'[Amount]),
    FILTER(
        ALLSELECTED('Kalender'[%Date]),
        ISONORAFTER('Kalender'[%Date], MAX('Kalender'[%Date]), DESC)
    )
    )
)

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

[amitchandak · Accepted solution]

@arichard19 , Try like

Amount New = CALCULATE(
SUM('Sachposten'[Amount]),
FILTER(
Sachposten, Sachposten[Category II ] = "Current Liabilities" )
)

Amount running total in %Date =
CALCULATE(
[Amount New],
FILTER(
ALLSELECTED('Kalender'[%Date]),
ISONORAFTER('Kalender'[%Date], MAX('Kalender'[%Date]), DESC)
)
) 

or

Amount running total in %Date =
CALCULATE(
    SUM('Sachposten'[Amount]),
    FILTER(
        ALLSELECTED('Kalender'[%Date]),
        ISONORAFTER('Kalender'[%Date], MAX('Kalender'[%Date]), DESC)
    ),
       Sachposten, Sachposten[Category II ] = "Current Liabilities" )