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RyanLeeMc
Frequent Visitor

Running total to not start from 0 when filtering table by specific date

Hello,

 

I am trying to create a line graph that shows the running total of revenue received. (please see below)

RyanLeeMc_0-1647266479234.png

 

In the above instance it is doing exactly what I want until I filter the graph to only show data from the last 3 years (there are too many blank data points on the x axis and would like to show the data starting from 2019 onwards instead. The issue is the rolling total for the revenue starts back down at £0 when i filter the tables date range. 

 

RyanLeeMc_1-1647266726805.png

 (as you can see it has started back down near £0 and the revenue receiced before this point is not accounted for)

 

I want to filter the x axis to make the chart look tidier but i want it to show revenue received up to the starting point, in the above example it should start at around £10K then continue to increase from there. 

 

Thanks 🙂

 

 

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@RyanLeeMc not sure what DAX expression you are using for running total but this will take care of it:

 

RT Sales = 
CALCULATE ( [Sales], FILTER ( ALL ( 'Calendar'[Date] ), 'Calendar'[Date] <= MAX ('Calendar'[Date] ) ) )

 

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2 REPLIES 2
RyanLeeMc
Frequent Visitor

perfect! worked exactly as I wanted, thanks!!

parry2k
Super User
Super User

@RyanLeeMc not sure what DAX expression you are using for running total but this will take care of it:

 

RT Sales = 
CALCULATE ( [Sales], FILTER ( ALL ( 'Calendar'[Date] ), 'Calendar'[Date] <= MAX ('Calendar'[Date] ) ) )

 

Follow us on LinkedIn and YouTube.gif to our YouTube channel

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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