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glaso-is's avatar
glaso-is
Frequent Visitor
8 years ago

DAX: Cumulative Total Applying filters

Hi,

 

I was trying to get the cumulative total from a filtered dataset selecting some years in the slicer, but I'm always obtaining the cumulative from the whole dataset only for the selected years. 

 

For example:

 

              Total          Cumulative Total
2010      81$                     81$

2011      83$                    164$           

2012      90$                     254$


If I select 2011 and 2012 I would like to obtain the cumulative only for the selected years and not for the entire dataset.

              Total         Filtered Cumulative Total

2011      83$                    83$           

2012      90$                   173$

I have tried the following DAX formulas, but always is returning the cumulative taking the whole dataset.

 

 

Cumulative Total Applying filters = CALCULATE([Total Sales]; FILTER(ALLEXCEPT('Calendar';'Calendar'[Date].[Year]); 'Calendar'[Date] <= MAX('Calendar'[Date])))

 

 

 

Cumulative Total Applying filters = CALCULATE([Total Sales]; FILTER(ALLSELECTED('Calendar'); 'Calendar'[Date] <= MAX('Calendar'[Date])))

 


Any idea?  Please find attached an example of PowerBI where I've tried these formulas. DAX Example

Thanks!
   

7 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion

    Is "Total" a column in your example a column? The default SUM aggregation of the column will work in your case for the data you provided. 

    • popov's avatar
      popov
      Icon for Resolver III rankResolver III

      Hi, glaso-is
      If I correct understud, you need to use ALLSELECTED() function, something like this:

      Cumulative Total Applying filters :=
      CALCULATE (
          [Total Sales];
          FILTER (
              ALLSELECTED ( 'Calendar' );
              'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
          )
      )

      • glaso-is's avatar
        glaso-is
        Frequent Visitor

        Hi popov,

         

        The DAX formula that you commented is one of Ithe formulas that I'd tried as I mentioned in my first post, but the problem is always adding the previous years. For example, if I have a dataset with data for 2010, 2011,2012,2013 and I select in the slicer 2011 and 2013 my expectations is to obtain the following:


        2011: Sum Total of 2011
        2013: Sum Total of 2011 and Total 2013

         

        However, using the formulas that I have posted in my first post I obtain the following results:

        2011:  Sum Total 2010 and Total 2011

        2013:  Sum Total 2010, Total 2011, Total 2012 and Total of 2013

         

        Here, PBIX file where I have reproduced the problem:

        https://www.dropbox.com/s/rurt5vp7ddbcs87/Test%20Cumulative%20Total%20Applying%20filters.pbix?dl=0

         

        Thanks!