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ryan_mayu's avatar
ryan_mayu
Super User
5 years ago
Solved

Running total

hi all,

 

I have a sample data.

ID date value
a 2021/1/1 100
a 2021/2/1 200
a 2021/4/1 300
a 2021/5/1 500
b 2021/3/1 600
b 2021/6/1 700
b 2021/7/1 800

 

and below is my expected output.

 

  Jan Feb Mar Apr May Jun Jul
a 100 300 300 600 1100 1100 1100
b     600 600 600 1300

2100

 

Thanks in advance

  •  

    Value cumulate : =
    VAR _viewvalue =
    CALCULATE ( MAX ( Data[date] ), REMOVEFILTERS () )
    RETURN
    IF (
    HASONEVALUE ( 'Calendar'[Month Name] ),
    IF (
    MIN ( 'Calendar'[Date] ) <= _viewvalue,
    CALCULATE (
    SUM ( Data[value] ),
    FILTER (
    ALL ( 'Calendar'[Date] ),
    'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
    )
    )
    )
    )

     

     

    https://www.dropbox.com/s/fhitbnc2v1dnxrt/ryan.pbix?dl=0 

     

     

  • Hi,

    Just change the cross filter direction to Single.  See image below:

7 Replies

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User

        Hi,

        Just change the cross filter direction to Single.  See image below:

  •  

    Value cumulate : =
    VAR _viewvalue =
    CALCULATE ( MAX ( Data[date] ), REMOVEFILTERS () )
    RETURN
    IF (
    HASONEVALUE ( 'Calendar'[Month Name] ),
    IF (
    MIN ( 'Calendar'[Date] ) <= _viewvalue,
    CALCULATE (
    SUM ( Data[value] ),
    FILTER (
    ALL ( 'Calendar'[Date] ),
    'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
    )
    )
    )
    )

     

     

    https://www.dropbox.com/s/fhitbnc2v1dnxrt/ryan.pbix?dl=0 

     

     

    • ryan_mayu's avatar
      ryan_mayu
      Super User

      Jihwan_Kim 

      thanks for your help. I can't open your pbix file since my pbi version is not the latest one. I tried to use your method based on your screenshot. However, I can't get accumulated count. could you pls advise?