Running Sum when using date hierarchy

[bklyn3]

Hello

I am trying to do something that should be very very simple :  A cummulative sum.

I have the following measure : 

RunningSum =

CALCULATE(

    SUM(BaselineTrackingVariableBase[Adj]),

    FILTER(

        ALL(BaselineTrackingVariableBase[Action Date],'BaselineTrackingVariableBase'[Type]),

        BaselineTrackingVariableBase[Action Date] <= MAX(BaselineTrackingVariableBase[Action Date])  &&  BaselineTrackingVariableBase[Type] = "Baseline"

    )

)

Now, if I use this measure on a bar graph with line and a date hierachy on the x axis , it seems that the cummulative sum reset at each new quarter or month or whatever my date level is.
How do I make sure it always takes all the data despite the date hierachy being displayed ? 

If I don't use the "Date hieachy" in the X axis but just the date, it does work but that is not what I want to do. 

Thank you 

[ybacal · Accepted solution]

I just realize that when using Quick measures you can select the hierarchi level for which you want the running total to work, if you just add them all (select one on the user interface then add the rest on the formula bar), the graph should work.

RunningSum =

CALCULATE(

    SUM(BaselineTrackingVariableBase[Adj]),

    FILTER(

        CALCULATETABLE(

            SUMMARIZE(

                ' BaselineTrackingVariableBase',

                ' BaselineTrackingVariableBase' [Action Date].[MonthNo],

                ' BaselineTrackingVariableBase' [Action Date].[Year],
                ' BaselineTrackingVariableBase' [Action Date].[Quarter],                             

                ' BaselineTrackingVariableBase' [Action Date].[Month]

            ),

            ALLSELECTED(' BaselineTrackingVariableBase')

        ),

        ISONORAFTER(

            ' BaselineTrackingVariableBase' [Action Date].[MonthNo], MAX(' BaselineTrackingVariableBase' [Action Date].[MonthNo]),DESC,

            ' BaselineTrackingVariableBase' [Action Date].[Year], MAX(' BaselineTrackingVariableBase' [Action Date].[Year]),DESC,

            ' BaselineTrackingVariableBase' [Action Date].[Quarter], MAX(' BaselineTrackingVariableBase' [Action Date].[Quarter]),DESC,

            ' BaselineTrackingVariableBase' [Action Date].[Month], MAX(' BaselineTrackingVariableBase' [Action Date].[Month]),DESC

        )  &&  BaselineTrackingVariableBase[Type] = "Baseline"

    )

)

[FreemanZ]

hi @bklyn3 

in cases like this, i would

1) create needed month, quarter columns in the Date Table. 

2) write different measures for running total over different levels. e.g. if  running over quarter,  we put quarter inside MAX.