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Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Running total calculation - relative filtering

i have created a measure to calculate a running invoice total (see below) and it all works fine. When i add it to a visual i want the graph to reset to zero when i use a relative time filter.

For example, the invoice spend for the year might £1000 but i want the spend to reset to zero if i were to apply a filter for say the last 3 months, i don't want it show the total spend but starting from 3 months ago.

Here is my measure:

Running Total COLUMN = CALCULATE (SUM ( 'spend report'[sum(Invoice Spend)]),FILTER(ALLEXCEPT
('spend report','spend report'[Supplier - Supplier Global Ultimate Parent (enr)]),'spend repor'[Accounting Date]<= MAX('spend repor'[Accounting Date])))
  • Hi,

    I am not sure how your datamodel looks like, but please try the below and check whether it suits your requirement.

     

    Running Total COLUMN =
    CALCULATE (
        SUM ( 'spend report'[sum(Invoice Spend)] ),
        FILTER (
            ALLSELECTED ( 'spend report' ),
            'spend repor'[Accounting Date] <= MAX ( 'spend repor'[Accounting Date] )
        ),
        VALUES ( 'spend report'[Supplier - Supplier Global Ultimate Parent (enr)] )
    )
    

2 Replies

  • Hi,

    I am not sure how your datamodel looks like, but please try the below and check whether it suits your requirement.

     

    Running Total COLUMN =
    CALCULATE (
        SUM ( 'spend report'[sum(Invoice Spend)] ),
        FILTER (
            ALLSELECTED ( 'spend report' ),
            'spend repor'[Accounting Date] <= MAX ( 'spend repor'[Accounting Date] )
        ),
        VALUES ( 'spend report'[Supplier - Supplier Global Ultimate Parent (enr)] )
    )
    
    • Anonymous's avatar
      Anonymous
      Not applicable

      thank you sir! worked perfectly