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## Running Values with Month and Value

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.

Thanks a lot.

2 ACCEPTED SOLUTIONS
Super User

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 🙂

Owen Auger
Blog
Community Champion

@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

2 REPLIES 2
Community Champion

@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

Super User

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 🙂

Owen Auger
Blog

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