Forum Discussion

cpdanielmc21's avatar
cpdanielmc21
Icon for Helper I rankHelper I
6 years ago
Solved

Running Total solution for slicer

Hi community I've been trying to apply solutions proposed in this forum for similar issues to mine, but have not been successful so far.   I want to create either a measure or a column that can he...
Need Help
  • mahoneypat's avatar
    mahoneypat
    6 years ago

    Ok.  I played with this some more.  Please try this expression.  Having account in both the table and the slicer makes this a challenge. 

     
    RunningTotal = var thisdate = CALCULATE(MAX(Total[Date]), ALLSELECTED(Total[Account]))
    return CALCULATE(SUM(Total[Amount]), ALLEXCEPT(Total,Total[Account]), Total[Date] <= thisdate)
     

    Regards,

    Pat

cpdanielmc21's avatar
cpdanielmc21
Icon for Helper I rankHelper I
6 years ago

Hi mahoneypat 

That's what I thought, so I erased that line, but get the following result (no filters applied):

Running total is weird now, and If suppose, I apply filter month "2" and no filer on account, running total should be 62, but shows 47 on last line. If i happen to also add filter Account "102", the running total now should be 12, but nope, it shows 47.

 

😞

mahoneypat's avatar
mahoneypat
Icon for Microsoft Employee rankMicrosoft Employee
6 years ago

Try writing a new measure that references the original measure. This one will iterate over each account and add all of the running totals together. See if that works instead. Typing on a tablet. Sorry. 

 

New = Sumx(values(table[account]), [original  measure])

 

If not will look more later. 

 

Pat

  • cpdanielmc21's avatar
    cpdanielmc21
    Icon for Helper I rankHelper I
    6 years ago

    mahoneypat 

    Thanks Pat, but still getting same result, 😞

    I just returned the original formula for running total and created the new measure, but it gives same numbers

    NewMeasure = SUMX(VALUES('Table'[Account]),[RunningTotal])
     
    RunningTotal =
    VAR thisdate =
    SELECTEDVALUE ( 'Table'[Date])
    RETURN
    CALCULATE (
    SUM ( 'Table'[Amount]),
    ALL('Table'),
    VALUES('Table'[Account]),
    'Table'[Date]<= thisdate
    )
    • mahoneypat's avatar
      mahoneypat
      Icon for Microsoft Employee rankMicrosoft Employee
      6 years ago

      The reason you are seeing the weird #s is because the max date for Account 102 is less than the max for Account 101.  You need to get the max date in the selected month in the variable first with this type of change.

       

      RunningTotalAll = var thisdate = CALCULATE(MAX(Total[Date]), ALL(Total), VALUES(Total[Month]))
      return CALCULATE(SUM(Total[Amount]), ALL(Total), Total[Date]<= thisdate)
       
      Regards,
      Pat
       
      • cpdanielmc21's avatar
        cpdanielmc21
        Icon for Helper I rankHelper I
        6 years ago

        mahoneypat 

        Hi Pat, thanks. I think is closer.

        It shows 24 for Month 1 and 62 for Month 2, (indeed correct), but not showing the "development" of 10, 20, then 24, then 39, etc up until 62.

         

        Also, if let's say I filter Account 102, should get 12, but get 62. In this case the original measure is the correct