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Anonymous
Not applicable

running total

pbi community.PNG

I am having issues creating a running total on the field "Count Charged off loans" with the output the way it is in the green column. (the running total resets when the tier field changes). Please i need help

2 ACCEPTED SOLUTIONS

use this measure 

 

RT = CALCULATE( SUM( Table1[Count Charged off Loans] ), 
FILTER( ALLEXCEPT( Table1, Table1[Tier] ), Table1[Loan Life] <= MAX( Table1[Loan Life] ) ))


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View solution in original post

Anonymous
Not applicable

@Anonymous,

You can also use the following DAX to calculate the measure.

Expected result = 
    CALCULATE (
        SUM ( Table1[Count Charged off Loans] ),
        FILTER (
            ALL ( Table1 ),
            Table1[Loan Life] <=MAX(Table1[Loan Life])
        ),VALUES(Table1[Tier])
    )



Regards,
Lydia

View solution in original post

9 REPLIES 9
Anonymous
Not applicable

TierCount Booked LoansLoan LifeCount Charged off LoansExpected Result
623000
623911
6231723
6231914
6232015
6232116
62322410
62325212
823000
823211
8231634
82322610

 

I actually want it as a calculated measure

Anonymous
Not applicable

@Anonymous,

You can also use the following DAX to calculate the measure.

Expected result = 
    CALCULATE (
        SUM ( Table1[Count Charged off Loans] ),
        FILTER (
            ALL ( Table1 ),
            Table1[Loan Life] <=MAX(Table1[Loan Life])
        ),VALUES(Table1[Tier])
    )



Regards,
Lydia

AkhilAshok
Solution Sage
Solution Sage

You can create a calculated column like this:

Count Charged off loans RT =
VAR CurrentTier = Table[Tier]
VAR CurrentLoanLife = Table[Loan Life]
RETURN
    CALCULATE (
        SUM ( Table[Count Charged off Loans] ),
        FILTER (
            ALL ( Table ),
            Table[Tier] = CurrentTier
                && Table[Loan Life] <= CurrentLoanLife
        )
    )
Anonymous
Not applicable

I would like it as a measure and not a calculated column cos the end game is to use it on a graph

use this measure 

 

RT = CALCULATE( SUM( Table1[Count Charged off Loans] ), 
FILTER( ALLEXCEPT( Table1, Table1[Tier] ), Table1[Loan Life] <= MAX( Table1[Loan Life] ) ))


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Anonymous
Not applicable

Thanks for the response. This works, but the moment i drop a slicer on the report it works in a weird manner. Any suggestions please?

 

Anonymous
Not applicable

@Anonymous,

What field do you use to create a slicer? What result would you like to get by using slicer?

Regards,
Lydia

Anonymous
Not applicable

I fixed it already, Thank you so much 

LivioLanzo
Solution Sage
Solution Sage

Hi @Anonymous

 

could you post a dataset which can be copied/pasted? Also do you want to do this in a measure or calculated column?

 


 


Did I answer your question correctly? Mark my answer as a solution!


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