Optimize Running Total

[GillyGils]

Hi All,

I'm currently running the following DAX code for a Running Total based on a calculated measure. I'm looking to optimise the below DAX code?

VAR _Date = MAX ('Fact_Table'[Date])
VAR _Date11 = EOMONTH (_Date, -11)
VAR _Date10 = EOMONTH (_Date, -10)
VAR _Date9 = EOMONTH (_Date, -9)

VAR _Value11 = CALCULATE([Head Count],
FILTER(
ALL('Fact_Table'), 'Fact_Table'[Date] = _Date11)
)

VAR _Value10 = CALCULATE([Head Count],
FILTER(
ALL('Fact_Table'), 'Fact_Table'[Date] = _Date10)
)

VAR _Value9 = CALCULATE([Head Count],
FILTER(
ALL('Fact_Table'), 'Fact_Table'[Date] = _Date9)
)

RETURN _Value11 + _Value10 + _Value9 + [Head Count]

Example of results below:

Thanks.

[amitchandak]

@GillyGils  Use a date table and try like. Date table's date should be joined with date of your table. Use date/month from date table in visual, slicer and measures

CALCULATE([Head Count],filter(allselected(date),date[date] <=max(date[Date])))

or

Cumm Based on Date = CALCULATE([Head Count], Window(1,ABS,0,REL, ALLSELECTED('date'[date]),ORDERBY('Date'[date],ASC)))

or

CALCULATE([Head Count],filter(all(date),date[date] <=max(date[Date])))

or

Cumm Based on Date = CALCULATE([Head Count], Window(1,ABS,0,REL, all('date'[date]),ORDERBY('Date'[date],ASC)))

Running Total/ Cumulative:
https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=42

Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc

[GillyGils]

Thanks for the response.

In my fact table, its only monthly data. So I only have month end dates so which are a whole number in which ive converted to 'Date'. Is there a solution to not have a date table included?

[v-zhangti · Accepted solution]

Hi, @GillyGils 

You can try the following methods. 

Measure:

Running Head Count = SUMX(FILTER(ALL('Table'),[Date]<=SELECTEDVALUE('Table'[Date])),[Head Count])

Is this the result you expect?

Best Regards,

Community Support Team _Charlotte

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