Running Total - DAX

[Anonymous]

Hi all,

I have an issue calculating running totals.

We use a matching chance metric to calculate a forecast. 

Matching chance Job level = SUMX(VALUES(Table[column1]) ; CALCULATE(MAX(Table[column2])))

Now we want to calculate running totals on the level of account and date (year/month). And we made this DAX formula:

Running Total = CALCULATE(SUM(Table1[columnA]); FILTER(ALL(Table1); Table1[Date] <= MAX(Table1[Date])); VALUES(Table2[columnA]); VALUES(Table1[columnB]))

Year	Month	Matching chance Job level	Running Total
2016	October	1	1,00
2016	November	1,4	2,00
2016	December	0,4	1,90
2017	January	1	3,00
2017	February	0,5	3,10
	TOTAL	4,40	4,40

Any ideas would be much appericated.  Thanks for any and all help in advance!

[FarhanAhmed1984]

Formula Looks good not sure if VALUES are helping out in this case. Try remove those and see if you are able to do calculations as desired.

Running Total = CALCULATE(SUM(Table1[columnA]); FILTER(ALL(Table1); Table1[Date] <= MAX(Table1[Date])))

[Anonymous]

Thanks for your response @FarhanAhmed1984. I think I need to include the VALUES because I want to filter my visual based on Account (name) and Position (status). Or do you see another option?

[FarhanAhmed1984 · Accepted solution]

Running Total = CALCULATE(SUM(Table1[columnA]); FILTER(ALL(Table1); Table1[Date] <= MAX(Table1[Date])),FILTER(ALLSELECTED(Table2[columnA]),Table2[columnA]=Table2[columnA]),FILTER(ALLSELECTED(Table1[columnB]),Table1[columnB]=Table1[columnB]))

Then try this way in order to make filter works

[Anonymous]

Hi @FarhanAhmed1984 Thank you very much. 

The provided solution worked indeed. 

Ronald