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Praj8050's avatar
Praj8050
Helper I
1 year ago

Running Total Calculation Across Multiple Categories

I am currently calculating the running total of units for Category_A using the following formula, but the result is not as expected. When I remove the date filters, the calculation works correctly. H...
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Sahir_Maharaj's avatar
Sahir_Maharaj
Super User
1 year ago

Hello Praj8050,

 

Can you please try the following:

Units Running Total =
CALCULATE(
    SUM(df[Units]),
    FILTER(
        ALLSELECTED(df),  -- Ensures that date range selection is respected
        df[Sort (Category_A)] <= MAX(df[Sort (Category_A)]) &&  -- Running total up to the current row in Category_A
        df[Category_A] = MAX(df[Category_A]) &&  -- Maintain context for Category_A
        df[Category_B] = MAX(df[Category_B])  -- Maintain context for Category_B in columns
    )
)