Running total between two selected periods

[Anonymous]

Hello,

I have a fact table with a relationship to a calendar table marked as Date table. Relation ship is one to n based on a date column.

I can create time intelligence clculations like YTD, Previsous year, previos period but I cannot create a running total that would work between two dates, i.e. If I select March to October of one of the year in the table I want to see the cumulative total starting with March value and ending in October as a running total.

It will not work, I tried several calculations, it is just replicating the value for the line not calculating the running total.
Formula 1
PTD Amount USD:=CALCULATE (
SUM(Bol[AmountUSD]);
FILTER (
ALL('Sailing Date'[Sailing Date]) ;
'Sailing Date'[Sailing Date] >= MIN('Sailing Date'[Sailing Date] )&&
'Sailing Date'[Sailing Date] <= MAX ('Sailing Date'[Sailing Date])))

Formula 2
Cumulative = CALCULATE (
SUM(Bol[AmountUSD]),
FILTER (
ALLSELECTED( 'BOL' ),
'Bol'[Sailing Date] >=MIN ('Sailing Date'[Sailing Date])&&
'Bol'[Sailing Date] <= MAX ( 'Bol'[Sailing Date] )))

I am not sure where to look at to find what is preventing these formulas to work as expected.

Any idea is appreciated, Thanks

[v-jiascu-msft]

Hi @Anonymous,

Try this formula, please. The cause is the initial date is dynamic.

Measure 7 =
VAR minDate =
    CALCULATE (
        MIN ( 'Sailing Date'[Sailing Date] ),
        ALLSELECTED ( 'Sailing Date'[Sailing Date] )
    )
RETURN
    CALCULATE (
        Bol[AmountUSD],
        FILTER (
            ALL ( 'Sailing Date'[Sailing Date] ),
            'Sailing Date'[Sailing Date] >= minDate
                && 'Sailing Date'[Sailing Date] <= MAX ( 'Sailing Date'[Sailing Date] )
        )
    )

Best Regards,
Dale

[Anonymous]

My running total should not have Running Total with date on rows. 

I should use Month Year. Format "May 2019".

As the solution use:

ALLSELECTED ( 'Sailing Date'[Sailing Date] )

 ALL ( 'Sailing Date'[Sailing Date] ),

I change to

ALLSELECTED ( 'Sailing Date') Without the column.

ALL ( 'Sailing Date') Without the column.

So it doesn't matter which column from calender table Used on rows, the Running Total will Work.

v-jiascu-msft/Dale , Thank you for your support and also Anonymous for creating the Post.

Best Regards

Amdi 

[Anonymous]

The code is:

Measure 7.2 = 
VAR minDate =
    CALCULATE (
        MIN ( 'Date_2'[Date] );
        ALLSELECTED ( Date_2)
    )
RETURN
    CALCULATE (
        [Sales Amount];
        FILTER (
            ALL ('Date_2'  );
            'Date_2'[Date] >= minDate
                && 'Date_2'[Date] <= MAX ( 'Date_2'[Date] )
        )
    ) 

 

[Anonymous]

Hello,

I was able to get the running total calculation working. I can now select any time period and get the running total starting at the begining of the period.

PTD Amount USD:=
IF (
    MIN ('Sailing Date'[date_key])
        <= CALCULATE ( MAX ( BOL[Sailing_Date_Key] ); ALL (Bol ) );
CALCULATE(SUM(Bol[AmountUSD]);
Filter(
ALLSELECTED('Sailing Date');'Sailing Date'[Sailing Date]<=MAX('Sailing Date'[Sailing Date])))
)  

The result is like that

 YYYYWK   AmountUSD   Cumulative

201846	1'327'243	1'327'243
201847	1'192'890	2'520'134
201848	1'604'916	4'125'049
201849	745'256	4'870'306
201850	20'792	4'891'098
201851		4'891'098
201907	32'834	4'923'932
201908		4'923'932
201909		4'923'932

[Anonymous · Accepted solution]

Hello,

Thanks for all your suggestions. I finally found a way to calculate this running total using a formula like this one.

Cumulative Dollar :=
IF (
    MIN ( 'Dim_Calendar'[ID_Date] )
        <= CALCULATE ( MAX ( BOL[Sailing_Date_Key] ), ALL ( BOL ) );
CALCULATE(SUM(Bol[AmountUSD]),
Filter(
ALLSELECTED('Dim_Calendar'),'Dim_Calendar'[DateASDate]<=MAX('Dim_Calendar'[DateASDate])))
)

Which produces exactly the result I want

  YYYYWK  AmountUSD  Cumulative

201846	1'327'243	1'327'243
201847	1'192'890	2'520'134
201848	1'604'916	4'125'049
201849	745'256	4'870'306
201850	20'792	4'891'098
201851		4'891'098
201852		4'891'098
201901		4'891'098
201902		4'891'098
201903		4'891'098
201904		4'891'098
201905		4'891'098
201906		4'891'098
201907	32'834	4'923'932
201908		4'923'932
201909		4'923'932

[renanfmacedo]

I had the same problem, it worked perfectly, thank you.

[Omega]

Can you please share a sample data?