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David1780
Frequent Visitor

Running Total (Quick Measure) not filtering when using a Date Table

Hello,

I have a Revenue Data from 2021-2023 in one Table which is linked to a Calendar Table as per the relationship below. When I create a Running Total measure (using the quick measure) which references the Revenue from 1 table and the Date from the Calendar Table, it works as expected but when I Filter the visual to a particular year (like just 2022), the running total doesnt start from zero as its keeps the previous years revenue in the calculation. 

David1780_0-1684026093624.png

Revenue running total in Date =
CALCULATE(
    SUM('QryMonthlyProjectRevenueReport'[Revenue]),
    FILTER(
        ALLSELECTED('Calendar'[Date]),
        ISONORAFTER('Calendar'[Date], MAX('Calendar'[Date]), DESC)
    )
)
All Revenue Data and Running Total:
David1780_1-1684026284686.png 
Revenue Date filtered to 2022 and Running Total:
David1780_2-1684026370437.png

I would like the first value in the RT to be $332k then $766k.

 

Thanks in advance.

 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi, 

I am not sure if the calendar table is assigned as a CALENDAR table, but please try something like below whether it produces the desired outcome or not.

 

Revenue running total in Date =
CALCULATE (
    SUM ( 'QryMonthlyProjectRevenueReport'[Revenue] ),
    FILTER (
        ALLSELECTED ( 'Calendar' ),
        'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
    )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

1 REPLY 1
Jihwan_Kim
Super User
Super User

Hi, 

I am not sure if the calendar table is assigned as a CALENDAR table, but please try something like below whether it produces the desired outcome or not.

 

Revenue running total in Date =
CALCULATE (
    SUM ( 'QryMonthlyProjectRevenueReport'[Revenue] ),
    FILTER (
        ALLSELECTED ( 'Calendar' ),
        'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
    )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


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