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Anonymous
Not applicable

Line chart cumulative value not effect by date filter

Hi all, 

Ive been learning Power Bi and Dax for the last couple of months and ive become quite stuck on a task.

We have a project review dashboard with one visual that plots cummulative costs against invoices since the start date of the project. (Bottom visual in image) I have been asked to make it show data for only the last 12 months.  When you apply a date filter the cumulative total then starts at 0 for the first month (top Visual) . However the requirement is that the value should be the cummulative value for all months prior to this month.  Essentially the area of the bottom visul thant I have highlighted.

 

The visual date range needs to be dynamic and automaticly shift though the year as the relative date filter does. 

 

BenRobinson_HB_1-1633594714494.png

 

 

Below is the measure for how i am currently calculating the cummulative total for invoicing.

 

BenRobinson_HB_0-1633594584270.png

 

any help would be greatly appriciated 

Thanks!

2 ACCEPTED SOLUTIONS
Anonymous
Not applicable

Thanks for the reply, 

 

I did try that but then the cumulative total seems to be caculating for the entire buisness and not just the individualy selected project. The line in yellow is the measure using ALL green line is the original measure using ALLSELECTED

 

BenRobinson_HB_0-1633608598189.png

 

 

 

View solution in original post

Anonymous
Not applicable

It is from the Combined_All Table. I have managed to find a solution this morning. 

I have used ALL instead of ALLSELECTED as originally suggested. Then i added an additional filter that then filteres by the selected project so im not seeing the totals for the entire company.

 

 

BenRobinson_HB_0-1634120139165.png

BenRobinson_HB_1-1634120300537.png

 

 

View solution in original post

5 REPLIES 5
Anonymous
Not applicable

Thanks for the reply, 

 

I did try that but then the cumulative total seems to be caculating for the entire buisness and not just the individualy selected project. The line in yellow is the measure using ALL green line is the original measure using ALLSELECTED

 

BenRobinson_HB_0-1633608598189.png

 

 

 

Anonymous
Not applicable

Hi @Anonymous ,

The X-axis applied to the line chart is from which table field? Is it from the actual table COMBINED_ALL or a date dimension table? If it is from the date dimension table, please update the formula as below and check if you can get the result you want.

XBilling_Total_Parent_Currency running total in Period_Date =
CALCULATE (
    SUM ( 'COMBINED_ALL'[Billing_Total_Parent_Currency] ),
    FILTER (
        ALLSELECTED ( 'COMBINED_ALL' ),
        'COMBINED_ALL'[Period_Date] <= SELECTEDVALUE ( 'Datedimensiontable'[Date] )
    )
)

If the above still does not help you to get the right result, please provide some sample data and your visual settings just as below screenshot.

yingyinr_0-1634119512286.png

Best Regards

Anonymous
Not applicable

It is from the Combined_All Table. I have managed to find a solution this morning. 

I have used ALL instead of ALLSELECTED as originally suggested. Then i added an additional filter that then filteres by the selected project so im not seeing the totals for the entire company.

 

 

BenRobinson_HB_0-1634120139165.png

BenRobinson_HB_1-1634120300537.png

 

 

Anonymous
Not applicable

Hi @Anonymous ,

It's glad to hear that you have gotten the solution. And thanks for sharing the solution here. Could you please mark your post as Answered? It will help the others find the solution easily if they face the same problem with yours. Thank you.

Best Regards

amitchandak
Super User
Super User

@Anonymous , replace allselected with all and check (in filter)

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