Running Total Not Working

Hi Anonymous ,

If i understand you correctly, please modify "ALLEXCEPT(Data_2, Data_2[Group] ,Data_2[ReturnDate])" to "ALLEXCEPT(Data_2, Data_2[Group])".

For Column:

Running_Total_C = 
CALCULATE (
    SUM ( Data_2[P1Log_Ret] ),
    FILTER (
        ALLEXCEPT ( Data_2, Data_2[Group] ),
        Data_2[ReturnDate] <= EARLIER ( Data_2[ReturnDate] )
    )
)

For Measure:

Running_Total_M = 
CALCULATE (
    SUM ( Data_2[P1Log_Ret] ),
    FILTER (
        ALLEXCEPT ( Data_2, Data_2[Group] ),
        Data_2[ReturnDate] <= SELECTEDVALUE ( Data_2[ReturnDate] )
    )
)

Result would be shown as below:

BTW, if you want to calculate Running Total per month, please refer to the formula below.

Running_Total_monthly = 
CALCULATE (
    SUM ( Data_2[P1Log_Ret] ),
    FILTER (
        ALLEXCEPT ( Data_2, Data_2[Group] ),
        Data_2[ReturnDate] <= EARLIER ( Data_2[ReturnDate] )
            && FORMAT ( Data_2[ReturnDate], "YYYYMM" )
                = FORMAT ( EARLIER ( Data_2[ReturnDate] ), "YYYYMM" )
    )
)

Best Regards,

Jay

Community Support Team _ Jay Wang

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