Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Running Total not working

Hi all!

 

I'm new to Power BI and I'm trying to make a running total of the column 'Projection Base' based on a Date column. 
In this example, Projection Base is a measure as follows:

3. Projection Base =
IF(ISBLANK([3. Ending Balance Real]),[3. Ending Balance Budget],[3. Ending Balance Real])

I noticed that the running total is working, but from December to January (as can be seen in the image), and I need it to work from January to December. I already tried switching between the MAX and MIN functions and between the ASC and DESC orders.
Thanks for the help!

IMAGE: https://ibb.co/g6wpSFm

Need Help

4 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    7 years ago

    Hi Anonymous

    If table "Sheet1" and date table "calendar" have a relationship with a cardinality of "many to one".

    please create this measure:

    Measure = IF(ISBLANK(MAX(Sheet1[real])),MAX(Sheet1[budget]),MAX(Sheet1[real]))
running total 1 =
    SUMX (
     FILTER ( ALLSELECTED ( Sheet1 ), Sheet1[date] <= MAX ( Sheet1[date] ) ),
     [Measure]
    )
    

or 
running total 2 =
    SUMX (
     FILTER (
     ALLSELECTED ( 'Sheet1' ),
     ISONORAFTER ( Sheet1[date], MAX ( Sheet1[date] ), DESC )
     ),
     [Measure]
    )

     

    Best Regards

    Maggie

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Hi Maggie,

       

      Thanks for the answer. The problem I'm having is that columns 'budget' and 'real' are in different queries, and then the ending balance for each month, both for budget and for real values are measures. Can I work with measures?

       

      Thanks in advance,

      Douglas

      • v-juanli-msft's avatar
        v-juanli-msft
        Community Support
        7 years ago

        Hi Anonymous

        'budget' and 'real' are measures and they exsit in different tables, right?

        These two tables can be connected with "date" column, right?

        If so, you could replace the following formula 

        Measure = IF(ISBLANK(MAX(Sheet1[real])),MAX(Sheet1[budget]),MAX(Sheet1[real]))

         with this

        Measure = IF(ISBLANK([real]),[budget],[real])

        Best Regards

        Maggie

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    7 years ago

    Hi,

     

    Does this measure work?

     

    =CALCULATE([3. Project base],DATESBETWEEN(Calendar[Date],MINX(ALL(Calendar),Calendar[Date]),MAX(Calendar[Date])))

     

    Just ensure that in your visual, the Year and Month should be dragged form the Calendar Table.

     

    Hope this helps.