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user8289's avatar
user8289
New Member
2 years ago
Solved

How to create a running total column from a certain date range in DAX

I am trying to create a running total of a list of data.  I have data from a large date range but only want to create the running total over the last 7 days and next 7 days

input:

date                size

1-1-2001        20   

2-1-2001        30

3-1-2001        5

3-1-2001        45

4-1-2001        2

5-1-2001        13

6-1-2001        57

output: (For a date range)

date               size           running total

3-1-2001       5                   5

4-1-2001       45                 50

5-1-2001       13                 63

 

I can get the running total measure to work but dont understand how to make it start at a certain date or a number days ago.

this is what I have done so far:

 

test =
CALCULATE(
  SUM('table'[size]),
  FILTER(ALL('table'[Date]), 'table'[Date] <= max('table'[date])
))
 
Any help would be greatly appreciated. 🙂

 

Need Help
  • v-zhangti's avatar
    v-zhangti
    2 years ago

    Hi, user8289 

     

    Replace the formula with the following:

    Running total = 
Var _Sum=CALCULATE( SUM('table'[size]),
  FILTER(ALL('table'), 'table'[Date] <= SELECTEDVALUE('table'[date])
 &&[Date]>=MIN('Date'[Date])&&[Date]<=MAX('Date'[Date]
)))
Return
IF(SELECTEDVALUE('Table'[Date])>=MIN('Date'[Date])&&SELECTEDVALUE('Table'[Date])<=MAX('Date'[Date]),_Sum,BLANK())

    Is this the result you expect? Please see the attached document.

     

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

5 Replies

  • lbendlin's avatar
    lbendlin
    Super User
    2 years ago

    1. If you create a calculated column the data will be static (won't change on filtering).  Make sure that is what you want

    2.  Read about the WINDOW function and its siblings.

  • v-zhangti's avatar
    v-zhangti
    Community Support
    2 years ago

    Hi, user8289 

     

    You can try the following methods.
    Create a new date table.

    Measure:

    Running total = 
Var _Sum=CALCULATE( SUM('table'[size]),
  FILTER(ALL('table'[Date]), 'table'[Date] <= max('table'[date])
                    &&[Date]>=MIN('Date'[Date])&&[Date]<=MAX('Date'[Date]
)))
Return
IF(SELECTEDVALUE('Table'[Date])>=MIN('Date'[Date])&&SELECTEDVALUE('Table'[Date])<=MAX('Date'[Date]),_Sum,BLANK())

    Is this the result you expect? Please see the attached document.

     

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • user8289's avatar
      user8289
      New Member
      2 years ago

      Thanks for your reply and sample data. However this did not work for me. Your example seeems to have the required functionality however when applied to my data it gives the result below:

       

       

      • v-zhangti's avatar
        v-zhangti
        Community Support
        2 years ago

        Hi, user8289 

         

        Replace the formula with the following:

        Running total = 
Var _Sum=CALCULATE( SUM('table'[size]),
  FILTER(ALL('table'), 'table'[Date] <= SELECTEDVALUE('table'[date])
 &&[Date]>=MIN('Date'[Date])&&[Date]<=MAX('Date'[Date]
)))
Return
IF(SELECTEDVALUE('Table'[Date])>=MIN('Date'[Date])&&SELECTEDVALUE('Table'[Date])<=MAX('Date'[Date]),_Sum,BLANK())

        Is this the result you expect? Please see the attached document.

         

        Best Regards,

        Community Support Team _Charlotte

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.