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Anonymous
Not applicable

Descending Running Total Issue with Relationship

Hi Everyone,

 

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. 2017-06-30_19-55-46.jpg

 

 

 

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.

 

2017-06-30_19-58-51.jpg

 

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

2 REPLIES 2
vanessafvg
Community Champion
Community Champion

@Anonymous looks like its losing the context on the columns which makes sense if its not linked properly across the tables, can you post a picture of your relationship diagram pointing out the cultprit fields?





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

Proud to be a Super User!




Anonymous
Not applicable

2017-06-30_21-54-56.jpg

 

Hi vanessafvg,

 

THis is the relationship Diagram. As you can see, the "Global Project" is the info table I refered. I'm taking the "Name" field from Global Projects table. I didn't use other tables in my case... just those two highlighted

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