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Anonymous
Not applicable

Rolling Total not calculating correctly

Hello all, 

 

I have an issue where I am trying to calculate the rolling sum for monthly actuals

 

 

Actuals Month running total in FY Date = 
CALCULATE(
	SUM('iFiscal Unpivoted'[Actuals Month]),
	FILTER(
		ALLSELECTED('iFiscal Unpivoted'[FY Date]),
		ISONORAFTER('iFiscal Unpivoted'[FY Date], MAX('iFiscal Unpivoted'[FY Date]), DESC)
	)
)

 

 

 The following screenshot illustrates my issue.

bthan_0-1677187022474.png

Here is what the data looks like in my model. Please note that some Actuals have repeated dates as they correspond with different expenses.

bthan_1-1677187067945.png

Can someone please help me find the right configuration to correctly calculate the rolling sum?

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@Anonymous Better Running Total - Microsoft Power BI Community



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View solution in original post

4 REPLIES 4
Greg_Deckler
Community Champion
Community Champion

@Anonymous Better Running Total - Microsoft Power BI Community



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...
Anonymous
Not applicable

Thank you for the reply. It has fixed the sum for some of my data but sometimes I am running into this: 

bthan_1-1677268412168.png

 

Any idea how this might have happened? 

 

@Anonymous Extremely hard to say without the data.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...
Anonymous
Not applicable

haha, found the issue. need to do more readings on relationships.

 

thanks for the help!

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