Need Running Total to ignore Year filter

[niculeica]

Hi, community,

Having some troubles making Running Total ignore Year slicer. I've read a couple of similar threads, however, I'm still missing something 😞

So I have a Transactions table and a Period table based on it [Calendar(Min,Max)]. I've used the below formula to display Running totals per each period, but if I select a specific year in Year filter, the Running total starts with the first period of that year (it's cutting out anything before, not summing it up). I've tried with ALLEXCEPT('_Period'[_Year]) or even with ALL('_Period') and same result (Year field belongs to Period table as well).

Any idea what I could go for here?

_Revenue running total in Period =

CALCULATE(

    SUM('TransactionsbySegment'[_Revenue]),

    FILTER(

        CALCULATETABLE(

            SUMMARIZE('_Period', '_Period'[_Period Sort], '_Period'[Period]),

            ALLSELECTED('_Period')

        ),

        ISONORAFTER(

            '_Period'[_Period Sort], MAX('_Period'[_Period Sort]), DESC,

            '_Period'[Period], MAX('_Period'[Period]), DESC

        )

    )

)

[mh2587 · Accepted solution]

_Revenue running total in Period = //Try this one
CALCULATE(
    SUM('TransactionsbySegment'[_Revenue]),
    FILTER(
        ALL('_Period'),
        '_Period'[_Period Sort] <= MAX('_Period'[_Period Sort])
    )
)

[niculeica]

Much appreciate it, @mh2587 !🤝 It did work.