Forum Discussion

nhol's avatar
nhol
Advocate II
8 years ago
Solved

Running Total

Hi,

 

I have 2 years of monthly data on which I'm applying a Running Total measure as written below:

 

Running Total MEASURE =
CALCULATE (
SUM ( CompanyPortalDataBase[PageVisit] ),
FILTER (
ALL ( CompanyPortalDataBase),
'CompanyPortalDataBase'[Date] <= MAX ( 'CompanyPortalDataBase'[Date] )
)
)

 

The issue is when I'm filtering my report using a slicer on 2016 the measure works fine and it does bring 2016 running total month by month. However, when I'm selecting 2017, the measure calculates 2 years in a row which mean that January 2017 already includes the total of 2016 and it keeps accumulating from that point. This overstated the 2017 numbers.

I need to present each year running total separately.

 

Thanks!

NH

Data Modeling
Reports
  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    8 years ago

    Hi nhol,

     

    Please modify the measure like below: 

     

    Running Total MEASURE =
    CALCULATE (
    SUM ( CompanyPortalDataBase[PageVisit] ),
    FILTER (
    ALL ( CompanyPortalDataBase),
    'CompanyPortalDataBase'[Date] <= MAX ( 'CompanyPortalDataBase'[Date] ) && YEAR(CompanyPortalDataBase[Date]) =YEAR(MAX(CompanyPortalDataBase[Date]))
    )
    )

     

     

    Best Regards,
    Qiuyun Yu 

  • Ashish_Mathur's avatar
    Ashish_Mathur
    8 years ago

    Hi,

     

    Try this calculated column formula

     

    =CALCULATE(SUM(CompanyPortalDataBase[PageVisit]),FILTER(CompanyPortalDataBase,CompanyPortalDataBase[Category]=EARLIER(CompanyPortalDataBase[Category])&&CompanyPortalDataBase[Year]=EARLIER(CompanyPortalDataBase[Year])&&CompanyPortalDataBase[Date]<=EARLIER(CompanyPortalDataBase[Date])))/CALCULATE(COUNTROWS(CompanyPortalDataBase),FILTER(CompanyPortalDataBase,CompanyPortalDataBase[Category]=EARLIER(CompanyPortalDataBase[Category])&&CompanyPortalDataBase[Year]=EARLIER(CompanyPortalDataBase[Year])&&CompanyPortalDataBase[Date]<=EARLIER(CompanyPortalDataBase[Date])))

13 Replies

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    Community Support
    8 years ago

    Hi nhol,

     

    Please modify the measure like below: 

     

    Running Total MEASURE =
    CALCULATE (
    SUM ( CompanyPortalDataBase[PageVisit] ),
    FILTER (
    ALL ( CompanyPortalDataBase),
    'CompanyPortalDataBase'[Date] <= MAX ( 'CompanyPortalDataBase'[Date] ) && YEAR(CompanyPortalDataBase[Date]) =YEAR(MAX(CompanyPortalDataBase[Date]))
    )
    )

     

     

    Best Regards,
    Qiuyun Yu 

    • nhol's avatar
      nhol
      Advocate II
      8 years ago

      This worked just fine... Thank you!

      Now I have another challenge that I should incorporate into this measure.

      I have another filter which is a text category filter that needs to be taken into consideration otherwise the running total summarize the entire population by year and ignores the category.

      The category name is: WebCat

      And the values are:

      • HomePage
      • CompanyPage
      • ProductPage
      • AboutPage

       

      How can this be incorporated?

       

      Thanks in advance!

      NirH