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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Running Total

Hi, I have a running total measure which is calculating sinec inception i.e. I want the running total to be adjsuted according to the year i choose from the slicer. When i choose the Year it get th...
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  • amitchandak's avatar
    amitchandak
    6 years ago

    Anonymous , issue is no clear with description you can try

    Saving Running Total test = CALCULATE([Total Usage Savings],
    FILTER(ALLselected('Dates'[Date]) ,
    'Dates'[Date] <= MAX('Dates'[Date]
    )))

     

    for yearly you can also try ytd

    YTD Sales = CALCULATE([Total Usage Savings],DATESYTD('Date'[Date],"12/31"))

  • Anonymous's avatar
    Anonymous
    6 years ago

    Anonymous  You can get this working by using this.

     

    Test Running Total = 
     Calculate(
          [Total Savings],
          FILTER( ALLSELECTED(Dates),
                 'Dates'[Date] <= MAX(Dates'[Date])
          )
      )

     

    However, if your Dates table has future date this behaves strange.
    I couldn't crack that, this happens because of the ALLSELECTED. Seems like I need to revisit ALLSELECTED which is pretty tough to master.

    Perhaps Greg_Deckler or Anonymouscan explain this.

     

    Thanks and Regards

  • v-lili6-msft's avatar
    v-lili6-msft
    6 years ago

    hi  Anonymous 

    For your case, this formula should work

    Saving Running Total 3 = CALCULATE([Total Savings],
    FILTER(ALLSELECTED('Dates') ,
    'Dates'[Date] <= MAX('Dates'[Date]) ))

     

    or

    TOTALYTD may meet your requirement too

    Saving Running Total 4 = TOTALYTD([Total Savings],Dates[Date])
     
    Regards,
    Lin
Anonymous's avatar
Anonymous
Not applicable
6 years ago

Anonymous  Yes,  You got my requirement correct, Thank you It helped but the the running total number in Jan is still showing from the previsous month addition where i selected only 2020 it is still adding from the previous month Savings, 

 

I want, if i select 2020 it should do the calculation just like total saving and start from the Jan 2020

 


Anonymous's avatar
Anonymous
Not applicable
6 years ago

Anonymous  You can get this working by using this.

 

Test Running Total = 
     Calculate(
          [Total Savings],
          FILTER( ALLSELECTED(Dates),
                 'Dates'[Date] <= MAX(Dates'[Date])
          )
      )

 

However, if your Dates table has future date this behaves strange.
I couldn't crack that, this happens because of the ALLSELECTED. Seems like I need to revisit ALLSELECTED which is pretty tough to master.

Perhaps Greg_Deckler or Anonymouscan explain this.

 

Thanks and Regards

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Anonymous : I cracked it , the bold highlighted did the trick 

     

    I wanted view the year and the number should start from the selected year so mention below did the trick 

     

     

    Saving Running Total = CALCULATE([Total Savings],
    FILTER(ALLSELECTED('Dates'[Date]) ,
    'Dates'[Date] <= MAX('Dates'[Date]) && Dates[Date] >= MIN(Dates[Date]
    )))

     

     

     
    • v-lili6-msft's avatar
      v-lili6-msft
      Community Support
      6 years ago

      hi  Anonymous 

      For your case, this formula should work

      Saving Running Total 3 = CALCULATE([Total Savings],
      FILTER(ALLSELECTED('Dates') ,
      'Dates'[Date] <= MAX('Dates'[Date]) ))

       

      or

      TOTALYTD may meet your requirement too

      Saving Running Total 4 = TOTALYTD([Total Savings],Dates[Date])
       
      Regards,
      Lin
      • Anonymous's avatar
        Anonymous
        Not applicable
        6 years ago

        v-lili6-msft Yes, this did the trick and it helped, i was including the Date[Date] while Allselection, thanks to you and the whole team who helped me and i fixed the code while Allselecting only Date exactly like you stated

         

        Saving Running Total 3 = CALCULATE([Total Savings],
        FILTER(ALLSELECTED('Dates') ,
        'Dates'[Date] <= MAX('Dates'[Date]) ))