Trying to create a chart with running total columns

[venucr9]

To create this chart in excel, I had to create 2 pivots filtered on different column values because one pivot has a running total for the column values while the other pivot shows the snapshot in time for that column value. How do I create a measure in DAX so that if that row belongs to Category(Rec-Inter,Rec-Intra,Rescheduled) then do a running total of transaction $ or else just return the transaction $ for the date.

 I have figured out one half of the DAX query i.e.Measure = CALCULATE([Total Transaction $],FILTER('Union Query',('Union Query'[Final Output]="Rec - Inter"||'Union Query'[Final Output]="Rec - Intra"||'Union Query'[Final Output]="Reschedule/Cancelled")),FILTER('Union Query','Union Query'[OOMR Date]<=MAX('Union Query'[OOMR Date]))) which gives the running total pivot above, but the next half i.e.e where it is any other category how do i get it retunr the transaction $.

Thanks,

Venu 

[v-lili6-msft]

 hi, @venucr9

   After my test, In your formula, this condition limits your choice must in the category  is "Rec - Intra" or "Rec - Inter" or "Reschedule/Cancelled" and other category could be calculated.

so I think it is not necessary for this formula.

If it is not your case, please share pbix file or some data sample and expected output . You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.

Best Regards,

Lin