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Anonymous
Not applicable

Dynamic Running Total Month

Hello!

 

I would appreciate if you could help me or give some any help.

 

Sales Amount RT Year =

VAR FirstVisibleDate = MIN ( 'Date'[Date] )

VAR LastVisibleDate = MAX ( 'Date'[Date] )

VAR LastDateWithSales = CALCULATE ( MAX ( 'Sales'[Order Date] ), REMOVEFILTERS () )

VAR Result =

IF (

FirstVisibleDate <= LastDateWithSales,

CALCULATE (

[Sales Amount],

'Date'[Date] <= LastVisibleDate,

VALUES ('Date'[Calendar Year] )))

RETURN

Result

 

Robertois_0-1625144362988.png

But when i filter by month, the running total is not correct.

 

Robertois_1-1625144630521.png

Thank you!

1 ACCEPTED SOLUTION

@Anonymous 

pls try this

Measure = 
VAR _min=CALCULATE(min('date'[Date]),ALLSELECTED('date'))
VAR _date=max('date'[Date])
VAR _min2=date(year(_date),month(_min),1)
return CALCULATE(SUM('Table'[value]),FILTER(all('Table'),'Table'[date]>=date(year(_date),month(_min),1)&&'Table'[date]<=_date))

pls see the attachment below





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View solution in original post

3 REPLIES 3
ryan_mayu
Super User
Super User

@Anonymous 

do you want to keep the RT value?

Measure = 
VAR _date=max('date'[Date])
return CALCULATE(SUM('Table'[value]),FILTER(all('Table'),'Table'[date]>=date(year(_date),1,1)&&'Table'[date]<=_date))

pls see the attachment below





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Anonymous
Not applicable

Hi, @ryan_mayu 

 

Thanks for the help! it gives me another ideas to solve other future situations, but didn't help me in that one. 

 

it has to be similar to that one ( i know its kinda tricky but i want to solve this scenario just for fun 😉

 

 

Robertois_0-1625210131373.png

 

@Anonymous 

pls try this

Measure = 
VAR _min=CALCULATE(min('date'[Date]),ALLSELECTED('date'))
VAR _date=max('date'[Date])
VAR _min2=date(year(_date),month(_min),1)
return CALCULATE(SUM('Table'[value]),FILTER(all('Table'),'Table'[date]>=date(year(_date),month(_min),1)&&'Table'[date]<=_date))

pls see the attachment below





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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