Running total with Fact, Date and Dim table

[fonsogijon]

I'm trying to calculate a running total, I've tried window function and the standard way of calculating using dax, but it is not working.

Let me explain my scenario:

I have a Calendar table, a dim table and three facts table. Each fact is connected to the Calendar table and the dim table, that I use as filters and as rows in my table.
Date is the key from Facts and Calendar Table.
Material&Plant is the key from the Facts and the Dim Table.

Finally, from the fact, I have a measure called "ProjectedInventory" that is a calculation three measures in each of the fact tables.
That gives me this kind of table:

The goal is to calculate the running total of the Projected Inventory (last column in table) reseting in every MatPlant combination.

Here is the link to a sample file: https://drive.google.com/file/d/15574W_Mrw3FNgB9sUIn0hEH-TrJvudZd/view?usp=drive_link
Could you please provide any support?

Thanks in advance

[Ashish_Mathur]

Hi,

Share the download link of the PBI file.

[fonsogijon]

https://drive.google.com/file/d/15574W_Mrw3FNgB9sUIn0hEH-TrJvudZd/view?usp=drive_link

Hope it works

[Ashish_Mathur]

I just cannot relate the table you posted in the first message with the table in the PBI file.  Just completely confused.

[fonsogijon]

The mapping would be the following:

TABLE	PBI
Year	Year
Month	Month
Dim1	Plant_cd
Dim2	Material_cd
Didn't include because did not consider relevant	Inv On hand
Measure_Fact1	OpenProdOrder
Measure_Fact2	Forecast CM
Projected	ProjectedInventory
Goal Acc Sum	No column, running total of the Projected Inventory (last column in table) by every dim

PBI file I have, more dim columns, because they can be selected in the parameter.

The goal is to calculate the running total of the Projected Inventory (last column in table) by every dim. If it is confusing I can remove table from example and just add the link to the file.

Thanks!

[Anonymous · Accepted solution]

Hi @fonsogijon ,

You can create a measure as below to get it:

Measure =
VAR _dim1 =
    SELECTEDVALUE ( 'Dim'[Dim1] )
VAR _dim2 =
    SELECTEDVALUE ( 'Dim'[Dim2] )
VAR _date =
    SELECTEDVALUE ( 'Calendar'[Date] )
RETURN
    SUMX (
        FILTER (
            ALLSELECTED ( 'Facttable' ),
            'Facttable'[Dim1] = _dim1
                && 'Facttable'[Dim2] = _dim2
                && 'Facttable'[Date] <= _date
        ),
        [Projected]
    )

If the above one can't help you figure out, please provide some raw data in your dimension table and fact table (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It would be helpful to find out the solution. You can refer the following link to share the required info:

How to provide sample data in the Power BI Forum

And it is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

[fonsogijon]

I managed to get the soution base on your reply! So thanks for that. 
Maybe I complicated things, but on the sample file, this measure is working in my case 🙂

ProjectedInventory = 
VAR _dim1 =
    SELECTEDVALUE ( 'Dimensions'[Material_cd] )
VAR _dim2 =
    SELECTEDVALUE ( 'Dimensions'[Plant_cd] )
VAR _dateyear =
    SELECTEDVALUE ( 'CalendarTable'[Date].[Year] )
VAR _datemonth =
    SELECTEDVALUE ( 'CalendarTable'[Date].[Month] )
var _monthvalue =
    SWITCH(TRUE(),
        _datemonth = "January", 1,
        _datemonth = "February", 2,
        _datemonth = "March", 3,
        _datemonth = "April", 4,
        _datemonth = "May", 5,
        _datemonth = "June", 6,
        _datemonth = "July", 7,
        _datemonth = "August", 8,
        _datemonth = "September", 9,
        _datemonth = "October", 10,
        _datemonth = "November", 11,
        _datemonth = "December", 12,
        BLANK())

var _current =
    CALCULATE(
    SUMX (
        FILTER (
            ALLSELECTED ( Inventory ),
            Inventory [Material_cd] = _dim1
                && Inventory[Plant_cd] = _dim2
                && YEAR(Inventory[CalendarDay]) <= _dateyear
                && MONTH(Inventory[CalendarDay]) <= _monthvalue
        ),
        [Last Day Qty On Hand]
    )
    +
    SUMX (
        FILTER (
            ALLSELECTED ( 'Open ProdOrder' ),
            'Open ProdOrder' [Material_cd] = _dim1
                && 'Open ProdOrder'[Plant_cd] = _dim2
                && YEAR('Open ProdOrder'[FinishDate_MfgOrder]) <= _dateyear
                && MONTH('Open ProdOrder'[FinishDate_MfgOrder]) <= _monthvalue
        ),
        [OpenProdOrder]
    )
    -
    SUMX (
        FILTER (
            ALLSELECTED ( 'Forecast CM' ),
            'Forecast CM' [Material_cd] = _dim1
                && 'Forecast CM'[Plant_cd] = _dim2
                && YEAR('Forecast CM'[CalMonth]) <= _dateyear
                && MONTH('Forecast CM'[CalMonth]) <= _monthvalue
        ),
        [Forecast CM]
    ),
    CalendarTable[Current]="Y")

var _future =
    CALCULATE(
    SUMX (
        FILTER (
            ALLSELECTED ( 'Open ProdOrder' ),
            'Open ProdOrder' [Material_cd] = _dim1
                && 'Open ProdOrder'[Plant_cd] = _dim2
                && YEAR('Open ProdOrder'[FinishDate_MfgOrder]) <= _dateyear
                && MONTH('Open ProdOrder'[FinishDate_MfgOrder]) <= _monthvalue
        ),
        [OpenProdOrder]
    )
    -
    SUMX (
        FILTER (
            ALLSELECTED ( 'Forecast CM' ),
            'Forecast CM' [Material_cd] = _dim1
                && 'Forecast CM'[Plant_cd] = _dim2
                && YEAR('Forecast CM'[CalMonth]) <= _dateyear
                && MONTH('Forecast CM'[CalMonth]) <= _monthvalue
        ),
        [Forecast CM]
    ),
    CalendarTable[CurrentFuture]="Y" && CalendarTable[Current]<>"Y")
RETURN _current+_future