Forum Discussion

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...
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
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