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Ardietrinidad
Frequent Visitor

Cumulative balance / running total issue

Hi experts,

I am new in power BI and would really need your help. I have a report which has a selection criteria of Year & Months based on the date table. Now, my problem is when I select e.g. Year = 2019 & month = May, I'd like to have a running total from Jan to May although I only selected the month of May. Please find current formula I made below.

 

1. ) Actual_CumBase = TOTALYTD(sum(Q_Budget_Actual_Report[Eur_Actual]),Dates[Date])

2.) Actual_Cummulative = calculate(
[Actual_CumBase],
filter(
ALLSELECTED(Q_Budget_Actual_Report),
Q_Budget_Actual_Report[PostingDate]<=max(Q_Budget_Actual_Report[PostingDate])
)
)

 

Test.PNG

3 REPLIES 3
v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @Ardietrinidad,

 

Could you please mark the proper answers as solutions?

 

 

Best Regards,

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi, my issue still open. I could not resolve it from the suggested solution. I’m still hoping somebody can help me out about this issue.
Greg_Deckler
Community Champion
Community Champion

See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...



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