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SamTrexler's avatar
SamTrexler
Icon for Helper IV rankHelper IV
8 years ago
Solved

Year over year running total

I am under a tight deadline to demo to a customer, trying to show analysis based on a current SSRS report. I'm using the Running Total quick measure, but can't seem to emulate what SSRS is doing.   ...
  • SamTrexler's avatar
    SamTrexler
    8 years ago

    TomMartens,

     

    By creating a subset and working with a limited set of data, I think I found the problem.

     

    This page is in a report that contains 14 years of historical data, but there's a report level filter set to normally only show the current year. With that filter set, the running totals for both 2015 and 2017 stop at the end of the 2017 data in August. With that filter cleared, the running total for 2015 goes through the end of the year and the 2017 running total goes through the end of the data. That's exactly what I want. And I now understand why, I think, based on the context. 

     

    It also led me to an obvious bug on my part - I had erroneously used the measure Total Count to be the count this year, which seemed to work because of the report level filter. I've now created a filtered measure for the value this year, as I should have in the first place.

     

    Now it's working as it should, but I will need to move it to a separate report. The existing report must show results on all pages for a consistent range of dates - hence the report-level filter. These visuals are separate management reports and need to show results over 2 years. Unfortunately, with them in a separate report I won't be adble to use drillthrough to show the underlying data. I'll have to figure something out for that.

     

    Thanks for your help.

     

    Sam