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snetsmart
Frequent Visitor

Recreate a calculated field/visual in Desktop found in content pack for Service

Hi all,

 

I've created many different interpretations of this in Desktop, but *something* is ellusive in duplicating this calculated field/cumulative visual that comes standard in the Service version. I can see totals for each day, but cannot figure out how to get the running total, day over day, for the life of the project, to work. Can anyone help me figure out the DAX behind it, and/or what fields are used from the odata data model?

 

I have a separate table built for Date Dimension and it's joined to the various date fields in the timephased data tables.

 

example.PNG

 Thanks!

Stefanie

 

5 REPLIES 5
BhaveshPatel
Community Champion
Community Champion

@snetsmart

 

This Blog will provide you complete information and No.of  different DAX Formulas for  calculating running totals.

 

 

 

Thanks & Regards,
Bhavesh

Love the Self Service BI.
Please use the 'Mark as answer' link to mark a post that answers your question. If you find a reply helpful, please remember to give Kudos.

Thanks, but that gave me all 0s. 😞  Also, I need it to sum over multiple years (projects span several years and need to capture plan/actuals for the whole project. 

This is yielding the below, which is correct for each day, but it's not rolling the previous day's total in. The sum at the end is correct.

example dax.PNG

example_dax_output.PNG

You should use this measure formula for counting running total for all the years in your fact table.

 

Actual Running Total:= CALCULATE(     SUM( AssignmentTimephaseDataset[AssignmentActualWork] ),
    FILTER(
        ALL( DateKey) ,
        DateKey[Date] <= MAX( DateKey[Date] )
    )
)

 

Note: DateKey is the name of the calender table.

Thanks & Regards,
Bhavesh

Love the Self Service BI.
Please use the 'Mark as answer' link to mark a post that answers your question. If you find a reply helpful, please remember to give Kudos.
ankitpatira
Community Champion
Community Champion

@snetsmart Running total using date dimension can achieved as below.

 

=TOTALYTD( SUM( FactSales[SalesAmount] ) , DimDate[Datekey] )

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