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Hi.
I have a problem creating a Running Value in DAX. I need to group by month and value (for this case a Project) but most of the solutions in the community forum are releated to grouping by date and not by date and value as i need in this case.
For example:
The correct Running Value for me must be by month and Project , for example:
I used this DAX formulas:
AcumT = CALCULATE(SUM(PptoxMes[Presupuesto]);FILTER(PptoxMes;PptoxMes[Month_Num]<=EARLIER(PptoxMes[Month_Num]));PptoxMes[Año]="2015";values(PptoxMes[Proyecto]))
and this:
AcumT = CALCULATE(SUM(PptoxMes[Presupuesto]);FILTER(PptoxMes;PptoxMes[Month_Num]<=EARLIER(PptoxMes[Month_Num])))
and this solution:
http://community.powerbi.com/t5/Desktop/DAX-Running-total-by-another-column/td-p/10512
and nothing works for me.
I need your help.
Thanks a lot.
Solved! Go to Solution.
Hi there,
For a running total in a DAX calculated column, I find the safest way is to use ALLEXCEPT to ensure that only the columns you specify remain in the filter context for each running total.
In your case I would use:
AcumT = CALCULATE ( SUM ( PptoxMes[Presupuesto] ); ALLEXCEPT ( PptoxMes; PptoxMes[Año]; PptoxMes[Projecto] ); PptoxMes[Month_Num] <= EARLIER ( PptoxMes[Month_Num] ) )
Does that do the trick?
Owen 🙂
@cardonasebast Look at the picture... Both of my formulas are Measures.
EDIT: You should probably add the Year field in the Matrix like this... so data is not aggregated by Month for all years
@cardonasebast Look at the picture... Both of my formulas are Measures.
EDIT: You should probably add the Year field in the Matrix like this... so data is not aggregated by Month for all years
Hi there,
For a running total in a DAX calculated column, I find the safest way is to use ALLEXCEPT to ensure that only the columns you specify remain in the filter context for each running total.
In your case I would use:
AcumT = CALCULATE ( SUM ( PptoxMes[Presupuesto] ); ALLEXCEPT ( PptoxMes; PptoxMes[Año]; PptoxMes[Projecto] ); PptoxMes[Month_Num] <= EARLIER ( PptoxMes[Month_Num] ) )
Does that do the trick?
Owen 🙂
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