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Fabrizio
Regular Visitor

how to make visualization of running total stop at certain date

Hi

 

i would like to show a cumulative value for 2020 only (01.01.20 - 31.01.2020) and a cumulative value starting from 2021 (into 2022 and ongoing) 

 

I could calculate both, but in the visualization the 2020 value keeps going on. I could not find a way to make it end at 31.12.2020. 

 

Running Total 2020= (not working as expected)
CALCULATE
([MEASURE],
FILTER(ALLSELECTED('Date'), 'Date'[Date] <= MAX('Date'[Date])), 'Date'[Year]=2020)
 
Running Total 2021+ (this one is working as expected)
CALCULATE([MEASURE],
FILTER(ALLSELECTED('Date'), 'Date'[Date] <= MAX('Date'[Date])), 'Date'[Year]>2020)
 
running total.PNG
 
 
any idea how i could fix this? 
 
I also tried with some IF statements, but failed 🙂 
 
Thank you in advance. 
 
 
1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@Fabrizio Maybe:

Running Total 2020 =
  VAR __Date = MAX('Date'[Date])
RETURN
  IF(__Date > DATE(2020,12,31), BLANK(),CALCULATE([MEASURE],
FILTER(ALLSELECTED('Date'), 'Date'[Date] <= MAX('Date'[Date])), 'Date'[Year]=2020))


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View solution in original post

2 REPLIES 2
Fabrizio
Regular Visitor

@Greg_Deckler  working perfect! 

 

Thanks a lot!

Greg_Deckler
Community Champion
Community Champion

@Fabrizio Maybe:

Running Total 2020 =
  VAR __Date = MAX('Date'[Date])
RETURN
  IF(__Date > DATE(2020,12,31), BLANK(),CALCULATE([MEASURE],
FILTER(ALLSELECTED('Date'), 'Date'[Date] <= MAX('Date'[Date])), 'Date'[Year]=2020))


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

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