Forum Discussion

ELW's avatar
ELW
Icon for Advocate II rankAdvocate II
4 years ago
Solved

Running Total with Date Slicers

I am trying to show a running total that is affected by a date range slicer.  It's all working as expected for the maximum date, but I'm having trouble getting the minimum date to filter correctly.  ...
Need Help
  • Ashish_Mathur's avatar
    Ashish_Mathur
    4 years ago

    Hi,

    You may download my PBI file from here.

    Hope this helps.

Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
4 years ago

Hi,

You may download my PBI file from here.

Hope this helps.

bm_data's avatar
bm_data
Frequent Visitor
4 years ago

I downloaded the PBI and saw how you were able to get the data in a table and that is extremely helpful. I am trying to do something similar but with a card visualization. The slicer is a list of months and when I click on March, I would like to see the running total from the beginning of the year until the end of that month. I tried using TOTALYTD but was unable to get it to work properly with the slicer. I was only able to pull the total up to current time. 

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    4 years ago

    Hi,

    This measure should work

    =calculate(sum(Data[Amount]),datesbetween(Calendar[Date],date(year(min(calendar[Date])),1,1),max(Calendar[Date])))

    Ensure that you have a slicer for Month name and Year (both from the Calendar Table).  Select a year and month.

    • bm_data's avatar
      bm_data
      Frequent Visitor
      4 years ago

      I was not able to get this to work with that measure. I ended up removing both my Month and Year slicers and creating one Month/Year slicer. Then using this measure, I was able to get it to work: 

      = TOTALYTD(COUNT('Table'[Id]), 'Dates'[Date], "9/30")