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Anonymous
Not applicable

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])))
1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

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)] )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here and Go to My LinkedIn Page


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2 REPLIES 2
Jihwan_Kim
Super User
Super User

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)] )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here and Go to My LinkedIn Page


Anonymous
Not applicable

thank you sir! worked perfectly

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