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fonsogijon's avatar
fonsogijon
Frequent Visitor
2 years ago
Solved

Running total with Fact, Date and Dim table

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 di...
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  • Anonymous's avatar
    Anonymous
    2 years ago

    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

Ashish_Mathur's avatar
Ashish_Mathur
Super User
2 years ago

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

fonsogijon's avatar
fonsogijon
Frequent Visitor
2 years ago

The mapping would be the following:

 

TABLEPBI
YearYear
MonthMonth
 Dim1 Plant_cd
 Dim2 Material_cd
Didn't include because did not consider relevantInv On hand
 Measure_Fact1 OpenProdOrder
 Measure_Fact2 Forecast CM
 Projected ProjectedInventory
 Goal Acc SumNo 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!