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Quiny_Harl
Resolver I
Resolver I

Cumulative total based on a Date slicer

Hello folks,

 

I have this running total formula which works fine as long as I don't use the date slicer:

Running_Total = CALCULATE(SUM('FACT'([Total Amount]),'DATE'[Date]<= MaxDate)
When I select a period from the date slicer, the starting value of the running total is not correct:
Quiny_Harl_0-1619613825988.png

 

 Per the example above, the running total for the first date which is 2015-Aug should be equal to the Total Amount for 2015-Aug and keep adding the values for the following monhts. 
1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi, @Quiny_Harl 

 

Please try the below.

 

Running_Total =
CALCULATE (
SUM ( 'Fact'[Total Amount] ),
FILTER ( ALLSELECTED ( 'DATE' ), 'DATE'[Date] <= MAX ( 'DATE'[Date] ) )
)

 

Hi, My name is Jihwan Kim.

 

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM

 

 

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


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1 REPLY 1
Jihwan_Kim
Super User
Super User

Hi, @Quiny_Harl 

 

Please try the below.

 

Running_Total =
CALCULATE (
SUM ( 'Fact'[Total Amount] ),
FILTER ( ALLSELECTED ( 'DATE' ), 'DATE'[Date] <= MAX ( 'DATE'[Date] ) )
)

 

Hi, My name is Jihwan Kim.

 

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM

 

 

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


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