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magnifybi
Resolver I
Resolver I

Cummulative Total with adjustable parameter set to Today

Hey,

 

I have a quite complex reqirement here and I think I am most of the way there;

 

I have loaded a picture of my issue below, essentially I am trying to use an adjustable parameter called "Extra Payment" to apply to the current month and adjust the forecast.

 

I have been able to create a cummulative DAX measure without the extra payment, but tried to add it via the following 2 formulas;

 

Actual Payment Forecast + Extra Payment = if(MAX('Business Loan'[PAYMENT DATE]) = DATE(YEAR(TODAY()),1,1),SUM('Business Loan'[Actual Payment Forecast])-'Business Loan Extra Payment'[Business Loan Extra Payment Value], SUM('Business Loan'[Actual Payment Forecast]))
 
This looks to see if the Payment Date from the table is the same as the start of the current month, which seems to be working as you can see the left chart shows a big negative for the extra payment parameter set to 500,000. The only problem is when I try to use this in a cummulative measure, the value of the parameter shows, but doesn't add to the following months;
 
Cummulative Payments = CALCULATE([Actual Payment Forecast + Extra Payment], FILTER(ALLSELECTED('Business Loan'),'Business Loan'[PAYMENT DATE] <= MAX('Business Loan'[PAYMENT DATE])))
 
Not sure what I'm missing here, essentially I want the cummulative to include my parameter on today's date and going forward.
 
Any help would be great.
 
Thanks,
 
J
 

Extra payment query.png

 
1 ACCEPTED SOLUTION
magnifybi
Resolver I
Resolver I

Solved it, needed to do >= to the date

View solution in original post

1 REPLY 1
magnifybi
Resolver I
Resolver I

Solved it, needed to do >= to the date

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