Forum Discussion
Dynamic running Total
- 1 year ago
Thanks for the clarification. To achieve a running total by invoice number that dynamically adjusts based on the aging buckets and always appears as the last column, you can use a DAX measure like this:
Running Total AR = VAR CurrentCustomer = SELECTEDVALUE('AR Table'[Customer Number]) VAR CurrentInvoice = SELECTEDVALUE('AR Table'[Invoice Number]) RETURN CALCULATE( SUM('AR Table'[AR Balance]), FILTER( ALLSELECTED('AR Table'), 'AR Table'[Customer Number] = CurrentCustomer && 'AR Table'[Invoice Number] <= CurrentInvoice ) )
This measure calculates a cumulative total of AR Balance per customer ordered by invoice number and respects your matrix’s current filter context, including dynamic aging buckets.When you add this measure to your matrix, it will automatically appear as the last column after the aging buckets, even if the number of aging buckets varies per customer.
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Cannot understand anything from screenshots. Share the download link of an MS Excel file. Show your Excel formulas there. I will try to convert them into measures.
I don't have any formula that work it needs to all be created I need an aging bucket formula that would have running Total only at the end and an ar balance formula that would put the correct values where it belongs