Running total in a line chart after a month

[Anonymous]

Hello, I'm trying to do a report (Sample PBIX ) for a project. The spent is the actual column, the old baseline is the blue line and the new baseline is the orange line. 

I need to hide in the chart, the highlighted part of the orange line, basically, the line before a date which is where we need it to be shown. 

I'm using this measure but if I filter it with the previous dates it will not work properly and show no cummulative data, only the data from the starting month and onwards.

New Baseline = CALCULATE(sUM(Sheet1[Amount]),FILTER(Sheet1,Sheet1[Month]<=MAX(Sheet1[Month])),Sheet1[Record Type]="New Baseline")

Thanks for any guidance on this!.

[amitchandak]

@Anonymous , I such case prefer date. Or month year in YYYYMM format

New Baseline = CALCULATE(sUM(Sheet1[Amount]),FILTER(allselected(Sheet1),Sheet1[Date]<=MAX(Sheet1[Date])),Sheet1[Record Type]="New Baseline")

best is you use a date table or month date , joined with this table

New Baseline = CALCULATE(sUM(Sheet1[Amount]),FILTER(allselected(Date),Date[Date]<=MAX(Date[Date])),Sheet1[Record Type]="New Baseline")

[Anonymous]

I just did that with a calendar table and it seems to work using the measure below, nevertheless using the same concepts to create the measure on my original table produces incorrect output. ;(

New Baseline = CALCULATE(sUM(Sheet1[Amount]),Sheet1[Month]>=DATE("2020","09","30"),FILTER(Sheet1,Sheet1[Month]<=MAX(Sheet1[Month])),Sheet1[Record Type]="New Baseline")

 

[v-kelly-msft · Accepted solution]

Hello @sebabordon ,

First, create a slicer table as follows:

Slicer table = VALUES(Sheet1[Month])

Next, create 2 measures as follows:

New Baseline = CALCULATE(sUM(Sheet1[Amount]),FILTER(Sheet1,Sheet1[Month]>=SELECTEDVALUE('Slicer table'[Month])),Sheet1[Record Type]="New Baseline")

Old Baseline = CALCULATE(sUM(Sheet1[Amount]),FILTER(Sheet1,Sheet1[Month]<=SELECTEDVALUE('Slicer table'[Month])),Sheet1[Record Type]="Old Baseline")

And you'll see:

For the related .pbix file, see attachment pls.

Saludos
Kelly

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[Anonymous]

Thanks for the solution!, I've ended touching the data (since already had a plan to do it), but this works properly as an alternate option. I'll save it for the future.

P.S. I Do not understand why the posts are translated to spanish...