How to work Running Total with VALUES

Hi gennaro_19 ,

Thank you for your feedback.  The issue in the original running total measure is that VALUES('DataBase'[Date Share Value]) was used without properly filtering it to include only dates less than or equal to the current row context. This causes the measure to evaluate only for a single date—specifically the last one in the model—while all other rows return blank. To correct this, the virtual table inside SUMX needs to be filtered appropriately. The corrected version uses MAX('DataBase'[Date Share Value]) to capture the current row’s date in a matrix visual and applies this as a filter condition to the set of distinct valuation dates. Here's the corrected version of the measure for share value differences:

RT_Diff_Share_Value_Corrected :=
VAR CurrentDate = MAX('DataBase'[Date Share Value])
RETURN
    CALCULATE(
        SUMX(
            FILTER(
                VALUES('DataBase'[Date Share Value]),
                'DataBase'[Date Share Value] <= CurrentDate
            ),
            [Diff Share Value]
        )
    )

And the equivalent measure for cumulative days difference is:

RT_Diff_Days_Corrected :=
VAR CurrentDate = MAX('DataBase'[Date Share Value])
RETURN
    CALCULATE(
        SUMX(
            FILTER(
                VALUES('DataBase'[Date Share Value]),
                'DataBase'[Date Share Value] <= CurrentDate
            ),
            [Diff Days]
        )
    )

These measures ensure that the accumulation includes only distinct valuation dates up to and including the current one, allowing the running total to increment row by row in the matrix as expected.

Best regards,