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ArbWare's avatar
ArbWare
New Member
2 years ago
Solved

Group Running total for date and type

Working on this, and i'm stuumped I can get to group riunning toital by date, but not by Type/Date combined Any help would be sorely appreciated   Type Date Value a 1/1/2022 1 a 2/1...
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  • ArbWare's avatar
    ArbWare
    2 years ago

    Thank you all for the guidance, 

    I found the desired result through the use of "AllExcept"

     

    ToDate=CALCULATE (
    SUM ( Table1[Value] ),
    FILTER (
    ALLEXCEPT ( Table1, Table1[Type] ),
    Table1[Date] <= MAX ( Table1[Date] )
    )
    )

     

    Just preliminary, but i think it does what i'm looking for... 

     

    Love the forum.. thanks for giving the guidance that led me to a solution that works.

     

newtodax's avatar
newtodax
Frequent Visitor
2 years ago

Try using the following measure and see if that works. 

 

Running Total by Category Group =
VAR CategoryGroupFilter = SELECTEDVALUE(Table1[Type])
VAR RunningTotal =
    IF(
        CategoryGroupFilter = "a",
        SUMX(
            FILTER(
                ALL(Table1),
                Table1[Type] = "a" &&
                Table1[Date] <= MAX(Table1[Date])
            ),
            Table1[Value]
        ),
        IF(
            CategoryGroupFilter = "b",
            SUMX(
                FILTER(
                ALL(Table1),
                Table1[Type] = "b" &&
                Table1[Date] <= MAX(Table1[Date])
            ),
            Table1[Value]
        ),
            BLANK()
        )
    )
RETURN
    RunningTotal