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cpdanielmc21's avatar
cpdanielmc21
Helper 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...
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  • 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

mahoneypat's avatar
mahoneypat
Microsoft 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
Helper 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
    Microsoft 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
      Helper 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

       

      • mahoneypat's avatar
        mahoneypat
        Microsoft Employee
        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