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PBrainNWH
Helper II
Helper II

Help with Running Totals

I'm trying to get some running totals, The first column is fine, that's just the total amount each month. The second column seems to be working except it's not producting the total (is that normal?). Here are the two measures for those columns:

TotalActual = SUM('Combined VE PL Pared (2)'[Actual Amount])
RT Actuals YTD = IF(ISBLANK([TotalActual]),BLANK(),TOTALYTD([TotalActual],'Calendar'[Date]))


PBrainNWH_0-1695256693798.png

The real issue I'm having is the RT Actuals FAN/FCM/SCM columns. I'm trying to apply a filter on each but it looks like it's just bringing in the totals and not running, here is the syntax for those measures (example is for the 30-FAN column):

RT Actuals FAN = IF(ISBLANK([TotalActual]),BLANK(),TOTALYTD([TotalActual],'Calendar'[Date],FILTER('Combined VE PL Pared (2)','Combined VE PL Pared (2)'[Department Code]="30-FAN")))
 
Am I applying the filter wrong? Help! And if there's a way to get the totals to show on the total row, that'd be a bonus.

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@PBrainNWH , You are using totalYTD, which for year till date not running total. Also even if removed a month it will still build from the start of year

 

You can use running total with allselected to honor filters

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all('Date'),'Date'[date] <=max('Date'[date])))

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))

Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALL('date'[date]),ORDERBY('Date'[date],ASC)))

Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALLSELECTED('date'[date]),ORDERBY('Date'[date],ASC)))

 

 

Windows function is also used YTD, just use partition by year

 

Continue to explore Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc
https://medium.com/@amitchandak/power-bi-window-function-3d98a5b0e07f

 

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@PBrainNWH , You are using totalYTD, which for year till date not running total. Also even if removed a month it will still build from the start of year

 

You can use running total with allselected to honor filters

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all('Date'),'Date'[date] <=max('Date'[date])))

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))

Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALL('date'[date]),ORDERBY('Date'[date],ASC)))

Cumm Based on Date = CALCULATE([Net], Window(1,ABS,0,REL, ALLSELECTED('date'[date]),ORDERBY('Date'[date],ASC)))

 

 

Windows function is also used YTD, just use partition by year

 

Continue to explore Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc
https://medium.com/@amitchandak/power-bi-window-function-3d98a5b0e07f

 

I got the filter to work with this:

RTAct FAN = CALCULATE(SUM('Combined VE PL Pared (2)'[Actual Amount]),filter(allselected('Calendar'[Date]),'Calendar'[Date] <=max('Calendar'[Date])),'Combined VE PL Pared (2)'[Department Code]="30-FAN")

I was able to get this to work! Thank you.

Cumm Actuals = CALCULATE(SUM('Combined VE PL Pared (2)'[Actual Amount]),filter(all('Calendar'[Date]),'Calendar'[Date] <=max('Calendar'[Date])))
 
PBrainNWH_0-1695267475518.png
Two questions:

1) How can I add an ISBLANK() function to this so the total isn't repeated for months that don't have anything?
2) How do I add this filter to the Cumm Actuals measure?

FILTER('Combined VE PL Pared (2)','Combined VE PL Pared (2)'[Department Code]="30-FAN"

I've been trying both, but getting errors with every attempt.

Thanks!!!

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