Descending Running Total --- Issue with Relationship

[fishleaf]

Hi

My Goal here is to make a bar chart about Descendent Running Total.

We want to calculate how much amount of the remaining balance for each period.

Please note that I have two sets of data, and I joined them (both ways) by “Number.” (1 to N)

The final chart should like this. 

Like a general running total, I can make a measure like this.

Actual running total in Actual =

CALCULATE(

                SUM('Finance'[Forecast]),

                FILTER(

                                ALLSELECTED('Finance'[Period]),

                                ISONORAFTER('Finance'[Period], MIN('Finance'[Period]), ASC)

                )

)

The chart looks perfect at the beginning. However, When I put in a Slicer of “Name”, which is from Table links to Info Table (top table), the chart went crazy and looks like this.

Seems like the problem is that the measure now includes ALL periods. However, if I select #1, I just want to see #1’s period instead of ALL other periods.

(Note: the filter works fine if the slicer field comes from the same table. But it doesn't work with a linked table) 

Does anyone know how to fix this issue?

Thank you so much for your help!

Thank you,

Matthew

[v-sihou-msft]

@fishleaf

Please check if you applied any Visual Level Filter.

As I tested, if you don't apply any visual level filter, your measure supposes to show correct values in column chart.

Regards,

[fishleaf]

Hi Simon_Hou,

Thank you so much for helpping me testing. I have removed all the visual level filter. but I still have the trouble.

This is the file https://1drv.ms/u/s!AsPQz1Ivt4qwj3fXxUSkmG8mwTPr

As you can see from the screenshot. The above chart is the running total descending, and the bottom chart is the running total acscending. After I apply the filter, the acsending works great because it only displays the period of the project. However, the deceding one tells a totally different story. Could you please help me check how I can modify my formula to only display the period just I need?

Thank you so much for your help!

Matthew