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kman42
Frequent Visitor

Running total on a filtered table

I have a table with revenues and expenses that is filtered by a slicer using Forecast ID. I'm trying to get a running total (Forecast Cumulative), but I can't seem to get the measure right. Here's what my table looks like. Forecast Cumulative is the measure:

Screenshot 2024-11-01 at 4.12.44 PM.png

 

The measure is: 

Forecast Cumulative = calculate(sum('Forecast Date Revenue Expense'[Revenue])-sum('Forecast Date Revenue Expense'[Expense]))

 

As you can see, it is just subtracting the expense from the revenue for each row. I need it to generate a running total so Forecast Cumulative should be:

15195

20204

11679

4530

etc

 

I'm sure I have the filters wrong, but not sure how to fix it.

 

Thanks!

1 ACCEPTED SOLUTION
FreemanZ
Community Champion
Community Champion

hi @kman42 ,

 

try like:

Forecast Cumulative = 

CALCULATE(

     sum('Forecast'[Revenue])-

sum('Forecast'[Expense]),

    Forecast[date]<=MAX(Forecast[date])

)

View solution in original post

1 REPLY 1
FreemanZ
Community Champion
Community Champion

hi @kman42 ,

 

try like:

Forecast Cumulative = 

CALCULATE(

     sum('Forecast'[Revenue])-

sum('Forecast'[Expense]),

    Forecast[date]<=MAX(Forecast[date])

)

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