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

[snetsmart]

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.

 Thanks!

Stefanie

[BhaveshPatel]

@snetsmart

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

[snetsmart]

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. 

[snetsmart]

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.

[BhaveshPatel]

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.

[ankitpatira]

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

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