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I've attempted to follow the Ferrari / Russo DAX pattern for cumulative sum, where they suggest (based on their own sample data):
Cumulative Quantity = IF(MIN('Date'[Date]) <= CALCULATE(MAX(Transactions[Date]), ALL (Transactions)),
CALCULATE(SUM(Transactions[Quantity]), FILTER(ALL('Date'[Date]), 'Date'[Date] <= MAX('Date'[Date] ))))
The problem is that, when you use a slicer from the Date table (after joining it to Transactions) to filter a matrix visualisation down to 2013 only, the Cumulative Quantity measure is bringing through the SUM(Transactions[Quantity]) for all of the previous year and adding the 2012 amount to Jan 2013. This is shown in the two images below, showing before and after filtering. How can I change the above DAX so that Jan 2013 will show 3 for the Cumulative Quantity measure, rather than 5 (carrying on the 2012 total)? I need a way for the cumulative measure to effectively start from what is sliced, not the whole Date table. I've tried ALLSELECTED and other things -- I've got a feeling there's a second FILTER statement you could add to the second CALCULATE to do it, but I've had no luck so far.
Solved! Go to Solution.
ALLSELECTED shall work. Try
Cumulative Quantity = IF ( MIN ( 'Date'[Date] ) <= CALCULATE ( MAX ( Transactions[Date] ), ALLSELECTED ( Transactions ) ), CALCULATE ( SUM ( Transactions[Quantity] ), FILTER ( ALLSELECTED ( 'Date' ), 'Date'[Date] <= MAX ( 'Date'[Date] ) ) ) )
Check a demo in the attached pbix.
ALLSELECTED shall work. Try
Cumulative Quantity = IF ( MIN ( 'Date'[Date] ) <= CALCULATE ( MAX ( Transactions[Date] ), ALLSELECTED ( Transactions ) ), CALCULATE ( SUM ( Transactions[Quantity] ), FILTER ( ALLSELECTED ( 'Date' ), 'Date'[Date] <= MAX ( 'Date'[Date] ) ) ) )
Check a demo in the attached pbix.
Thanks for the quick response on that; my problem was omitting ALLSELECTED from the first part of the formula before the 2nd CALCULATE. Nice work.
Regards
Miguel Félix
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