Multiple Running totals

Hi Anonymous ,

For starting don't use the bidirectionallity of filter then create the following measures:

Savings sum = 
IF (
    MIN ( 'Date'[Date] )
        <= CALCULATE ( MAX ( Savings[Date] ); ALLSELECTED ( Savings) );
    CALCULATE (
        MAX ( Savings[Savings]);
        FILTER ( ALLSELECTED ( 'Date' ); 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
)

Certicate sum = 
IF (
    MIN ( 'Date'[Date] )
        <= CALCULATE ( MAX ( Certificate[Date] ); ALLSELECTED ( Certificate) );
    CALCULATE (
        MAX ( Certificate[Certificate] );
        FILTER ( ALLSELECTED ( 'Date' ); 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
) 

Checking sum = 
IF (
    MIN ( 'Date'[Date] )
        <= CALCULATE ( MAX ( Checking[Date] ); ALLSELECTED ( Checking) );
    CALCULATE (
        MAX ( Checking[Checking] );
        FILTER ( ALLSELECTED ( 'Date' ); 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
) 

Final result is below:

Check also PBIX file attach.

Regards,

MFelix

Hi Anonymous ,

You are correct, because I used the MAX function on the values, need to pickup the maximum date and not maximum value.

Redo your measure to the following:

Savings sum = VAR Date_Selection =
    CALCULATE (
        LASTDATE ( Savings[Date] );
        FILTER ( ALL ( 'Date'[Date] ); 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
RETURN
    IF (
        MIN ( 'Date'[Date] )
            <= CALCULATE ( MAX ( Savings[Date] ); ALLSELECTED ( Savings ) );
        CALCULATE (
            SUM ( Savings[Savings] );
            FILTER ( ALL ( 'Date'[Date] ); 'Date'[Date] = Date_Selection )
        )
    )

Certicate sum = 
VAR Date_Selection =
    CALCULATE (
        LASTDATE ( Certificate[Date] );
        FILTER ( ALL ( 'Date'[Date] ); 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
RETURN
    IF (
        MIN ( 'Date'[Date] )
            <= CALCULATE ( MAX ( Certificate[Date] ); ALLSELECTED ( Certificate ) );
        CALCULATE (
            SUM ( Certificate[Certificate] );
            FILTER ( ALL ( 'Date'[Date] ); 'Date'[Date] = Date_Selection )
        )
    )

Checking sum = 
VAR Date_Selection =
    CALCULATE (
        LASTDATE ( Checking[Date] );
        FILTER ( ALL ( 'Date'[Date] ); 'Date'[Date] <= MAX ( 'Date'[Date] ) )
    )
RETURN
    IF (
        MIN ( 'Date'[Date] )
            <= CALCULATE ( MAX ( Checking[Date] ); ALLSELECTED ( Checking) );
        CALCULATE (
            SUM ( Checking[Checking]);
            FILTER ( ALL ( 'Date'[Date] ); 'Date'[Date] = Date_Selection )
        )
    )

See result below:

Also attached revised PBIX file.

Sorry for the misleading in the previous answer.

Regards,

MFelix