Running Total Line Chart with Filters

[NHammond]

Hello,

I am having difficulties trying to figure out why this visual is not working the way I want it to. I have a line chart that displays the running total of Monitoring Opportunities created by employees over time. I want to have a filter where one can choose a specific employee (or choose a specific shift) to see how many they have created over the same time period.

This first picture shows my line chart without a employee chosen, as you can see there have been a total of 43 Opportunities created. The second picture has an employee selected but the total number at the end is still 43. The line itself does change a bit when an employee is chosen. I think it might have to do with my running total measure. I have tried a few different things but I can't get it to work.

Here is my running total measure formula:

MonOpps Running Total =
CALCULATE (
SUM ( 'Shift Turnover'[NumberofMonOpps] ),
FILTER (
ALL ( 'Shift Turnover' ),
'Shift Turnover'[Date] <= MAX ( 'Shift Turnover'[Date] )
)
)

Thank you!

[deldersveld · Accepted solution]

The ALL is overriding the filter for employee. Try dropping your employee column into ALLEXCEPT instead of ALL.

[Ashish_Mathur · Accepted solution]

Hi,

Try this measure

=CALCULATE(SUM('Shift Turnover'[NumberofMonOpps]),DATESYTD(Calendar[Date],"31/12"))

Please ensure the following:

1. There is a Calendar Table with a column for month and year.  Month=FORMAT(Calendar[Date],"mmmm"),  Year = YEAR(Calendar[Date)
2. There is a relationship from the Date column of the Shift Turnover Table to the Date column of the Calendar Table
3. On the X-axis of the graph, drag the Year and Month from the Calendar Table.

Hope this helps.

[deldersveld · Accepted solution]

The ALL is overriding the filter for employee. Try dropping your employee column into ALLEXCEPT instead of ALL.

[skocheta]

Thanks a Lot @deldersveld , A simple oversight on my part and I was searching everywhere for this simple fix.
Sometimes all it takes is a second opinion 🙂