Forum Discussion

mauroanelli's avatar
mauroanelli
Icon for Helper I rankHelper I
8 years ago
Solved

Running total until Today

hi all , i use this formula for running total rt Liquidità = CALCULATE(sum('Liquidità'[Liquidità]);FILTER((ALL('Calendar'[Data].[Date]));'Calendar'[Data].[Date] <= MAX('Calendar'[Data].[Date]))) bu...
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  • PaulDBrown's avatar
    PaulDBrown
    8 years ago

    mauroanelli

     

    I see, yes. Sorry about that. I've just tested the following measure and it will return the cumulative value and display it only on the current month (and year):

    Running total upto and including Today in current month (and year) =

VAR RunningTotal = CALCULATE(sum('Liquidità'[Liquidità]);
FILTER(ALL('Calendar');
'Calendar'[Date] <= TODAY())
)

RETURN
IF(MAX('Calendar'[year]) = YEAR(TODAY())  &&  MAX('Calendar'[month] ) = MONTH(TODAY()); RunningTotal ; BLANK())


    I hope that works. Sorry about the mistake.

    Regards,

    Paul.

v-jiascu-msft's avatar
v-jiascu-msft
Icon for Microsoft Employee rankMicrosoft Employee
8 years ago

Hi mauroanelli,

 

I guess you need to omit the ".[Date]" part in the formula that could make the measure ignore the context from the source table. Please try out this formula.

rt Liquidità =
CALCULATE (
    SUM ( 'Liquidità'[Liquidità] );
    FILTER (
        ( ALL ( 'Calendar'[Data] ) );
        'Calendar'[Data] <= MAX ( 'Calendar'[Data] )
    )
)

Best Regards,

Dale

mauroanelli's avatar
mauroanelli
Icon for Helper I rankHelper I
8 years ago

thanks, the formula works fine itself.

the problem is that i need that measure to sum with other in the same matrix.

as it is i get the right value but for all the data (months). i need to have the value for all data until today and not further.

 

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    8 years ago

    Hi mauroanelli,

     

    Did you try PaulDBrown's solution? Maybe you can share the pbix file with us. You can delete the confidential parts first.

     

    Best Regards,

    Dale

    • mauroanelli's avatar
      mauroanelli
      Icon for Helper I rankHelper I
      8 years ago

      sure, works fine as yours but same problem.

      show the correct value but for all the dates, i just need to show it in current month

      • PaulDBrown's avatar
        PaulDBrown
        Icon for Community Champion rankCommunity Champion
        8 years ago

        mauroanelli

         

        If you only want the values to be visible in the current month (and year), try:

         

        Running total upto and including Today in current month (and year) =

VAR RunningTotal = CALCULATE(sum('Liquidità'[Liquidità]);
FILTER(ALL('Calendar');
'Calendar'[Date] <= TODAY())
)

RETURN
CALCULATE (RunningTotal;
FILTER ('Calendar';
'Calendar'[Month] = MONTH(TODAY())
        &&
        'Calendar'[Year] = YEAR(TODAY())
        ) 
        )