running totals
32 TopicsRunning Totals Added Together to produce a forcast
Hi, Im trying to add together 2 RT Totals but cant seem to figure it out 😞 I have a running total in one table for the Actuals (P6_PowerBI_Actual_Labor_Units) Calculation: P6_RT_Actual_Labor_Units = CALCULATE(SUM(P6_PowerBI_Actual_Labor_Units[Value]),FILTER(ALLSELECTED(PowerBI_Date[Date]),PowerBI_Date[Date]<=MAX(P6_PowerBI_Actual_Labor_Units[Date]))) And another table for the remaining hours (P6_PowerBI_Remaining_Labor) Calculation: P6_RT_Remaining_Labor = CALCULATE(SUM(P6_PowerBI_Remaining_Labor[Value]),FILTER(ALLSELECTED(PowerBI_Date[Date]),PowerBI_Date[Date]<=MAX(P6_PowerBI_Remaining_Labor[Date]))) Both tables are joined together with a Date table PowerBI_Date. Current results if i sum both together. Intended Result. Any help would be appricated, Thanks in Advance.1.9KViews0likes12CommentsTrying to create a comparison of the running total of last year
I have a running total for the current month. I am trying to create a running total for this month last year, then compare it with the current month's running total. For this month's running total I have the following: Running Total = CALCULATE(SUM(Sales[Sales Amount Actual]), FILTER(ALLSELECTED(Sales), Sales[Sales Amount Actual] <=MAX(Sales[Posting Date])), MONTH(Sales[Posting Date]) = MONTH(TODAY()), YEAR(Sales[Posting Date]) = YEAR(TODAY())) The comparrison won't be for this date (i.e. it is the 15th of the month today, but it won't neccesarily be the 15th of this month last year). The comparrison will be for the working day (i.e. today is the 11th working day of the month and this needs to be compared with the 11th working day of this month last year).Solved2.1KViews1like12CommentsRunning Totals Over Extended Period of Time
Hi I have a table just like this: Created Product Delincuency Value 1/1/2024 A 1/5/2024 1 1/2/2024 B 1/8/2024 1 1/3/2024 C 1/12/2024 1 1/4/2024 D 1/15/2024 0 2/1/2024 E 2/5/2024 0 2/1/2024 F 2/12/2024 0 2/1/2024 G 2/17/2024 1 2/1/2024 H 2/18/2024 1 2/1/2024 I 2/19/2024 1 This table has a date of creation, a productname, a date of when they fall on delincuency and wheter they have fallen on delincency or not. I would like to create a running sum measure in dax that when filtering by date of creation through a date table (for example, January) would allow me to calculate the sum of value between al calendar dates withing default date, that would yield a result looking like this: Date Value Running Sum 1/1/2024 0 0 1/2/2024 0 0 1/3/2024 0 0 1/4/2024 0 0 1/5/2024 1 1 1/6/2024 0 1 1/7/2024 0 1 1/8/2024 1 2 1/9/2024 0 2 1/10/2024 0 2 1/11/2024 1 3 1/12/2024 0 3 1/13/2024 0 3 1/14/2024 0 3 ...TODAY 1 4 This way I would have a running total of the clients that have defaulted over the actual period since their deal was created and not just a running sum over the dates they default. I have already tried differnt methods, but i have only beend able to make it work Value Over Time = VAR MaxDate = MAX(Delincuency) RETURN CALCULATE( SUM(Value), FILTER(ALLSELECTED(Date Table), Date Table<=MaxDate)) ) This works under normal circumstances, but doesnt do as i need, which is to have the poper range between when i selecte a creation date and today and then the running total over that.Solved1.3KViews0likes5CommentsRunning total like YTD, but begin and end on sept 1
Hello, I think the title says it all! So a DAX command with time intelligence which starts not on jan 1st like YTD but another 1st of a month. And which calculates a running total on a daily basis. And starting again after a full year. Thanks!Solved1.2KViews0likes6Comments12 Month Running total with Filter
Hello. I have the DAX formula below, which calculates a 12-month running total of clients. However, I need this measure to filter only for active clients in the current month. For example, June should show the distinct number of active clients from July 2023 through June 2024, but currently, it includes clients who may have closed and are no longer active in June. Is it possible to include only the clients that are still active within that calendar month in the running total? Total Clients 12 Month Running Total = VAR CurrentDate = MAX('Calendar'[Month]) RETURN CALCULATE( [Total Clients], DATESINPERIOD( 'Calendar'[Month], MAX('Calendar'[Month]), -12, MONTH ) )Solved1.7KViews0likes7CommentsRunning Total
Hi I have a table named 'Kartela' with posting date and amount i need to build a measure according to other solutions in the comunity but it does not completely work . When I keep the table simple it works but when i add more info like the remarks of the movement is not working any idea how to fix it ? thea measure is Running Total = Calculate ( SUM(kartela[blc]), FILTER( ALL('kartela'[Posting Date] ),'kartela'[Posting Date] <= MAX('kartela'[Posting Date])))Solved1KViews0likes2CommentsAcummulated tickets along time - Show acummulated after today - Cumulative Totals
Hi guys, I need your help... I'm trying to show the accumulated open tickets along the months, but on visuals they extend until december. I would like to see until the current month, I have try almost everything, but not worked, even the ChatGPT could give me a good answer. You are my last hope. I use this measure: CALCULATE ( CALCULATE ( COUNTROWS ( f_Suporte ), FILTER ( ALL ( f_Suporte[##Related Status_Cliente] ), f_Suporte[##Related Status_Cliente] = "Ativo" ), FILTER ( ALL ( f_Suporte[##StatusTicket] ), f_Suporte[##StatusTicket] = "ABERTO" ) ), FILTER ( ALL ( Date_Table_TR[Date] ), Date_Table_TR[Date] <= MAX ( Date_Table_TR[Date] ) ) )Solved829Views0likes2CommentsRunning total using datediff in a measure
I need a dynamic measure that can make a running total summing the amount of days between two dates per employee. I want the measure to be able to run in 12 months 'windows'. Please regard I am not able to use window functions since i use analysis services which doesn't include window functions. This is the data: Among other attempts I have tried: Running total = CALCULATE( sumx( SUMMARIZE('Data', "result", DATEDIFF(MAX('Data'[Date incurred]), MIN('Data'[Date paid]), DAY )) , [result]) , DATESINPERIOD('Data'[Date paid], MAX('Data'[Date paid]), -1, YEAR)) Anybody know of a solution where one can make running totals like that without using window functions?Solved1.1KViews0likes4CommentsRunning Total not working correctly on Custom Tooltip
Hi All, I have a Running Total measure _ActualCost Test RT that works correctly on a Column chart and a table visual, but when placed onto a custom tooltip to show the data for the column chart visual it seems to only provide the month value. So for the month of September FY 2023 the _ActualCost Test RT should be displaying $7,837,046 but the tooltop is showing $2,291,617. Note: The reason I need a custom tooltip is because I need to use a clustered column chart. _ActualCost = CALCULATE( SUM(ZISU_RPT_DCSTRV[AMOUNT]), FILTER('GL ACCOUNT HIERARCHY', 'GL ACCOUNT HIERARCHY'[Revenue]=BLANK() && LEFT('GL ACCOUNT HIERARCHY'[G/L Account Name],3) <> "ASS" && 'GL ACCOUNT HIERARCHY'[G/L Account Grouping] <> "Settlements")) _ActualCost Test RT = CALCULATE( [_ActualCost], FILTER( CALCULATETABLE( SUMMARIZE('DimDate', 'DimDate'[Fiscal Year], 'DimDate'[FY Fiscal Year], 'DimDate'[Fiscal Period], 'DimDate'[MonthNameLong]), ALLSELECTED('DimDate') ), ISONORAFTER( 'DimDate'[Fiscal Year], MAX('DimDate'[Fiscal Year]), DESC, 'DimDate'[FY Fiscal Year], MAX('DimDate'[FY Fiscal Year]), DESC, 'DimDate'[Fiscal Period], MAX('DimDate'[Fiscal Period]), DESC, 'DimDate'[MonthNameLong], MAX('DimDate'[MonthNameLong]), DESC ) ) )560Views0likes1CommentGet count of rows in running total measure
Hello, I am a beginner in Power BI and I have a problem calculating the number of occurrences of measure. I have 2 problems : 1) I want to know the number of distinct item items I have in measure "Difference Running Total A & B" Example, in my table , i have 2 article in september 2023. Which formula dax i can do ? 2) I want to know the number of items difference from zero in measure "Difference Running Total A & B" in my example, i have 2 article with difference running total A&B <>0 My data it's Year, Month, Article and Storage. I calculate Running total A, Running total B and Difference Running Total A&B in Power bi with measures Running total A = CALCULATE( SUM( 'Table'[QuantiteA] ), FILTER( ALLSELECTED( 'CALENDAR' ), 'CALENDAR'[Date] <= MAX('CALENDAR'[Date] ) )) Running total B = CALCULATE( SUM( 'Table'[Quantite B] ), FILTER( ALLSELECTED( 'CALENDAR' ), 'CALENDAR'[Date] <= MAX('CALENDAR'[Date] ) )) Difference Running Total A&B = [Running total A] - [Running total B] My data model : To better understand my problem, I created a pbix file which can be downloaded via One Drive : https://1drv.ms/u/s!AjUN6-w6YnuGz1ng157xR5Ha7h_xSolved1.6KViews0likes8Comments