Cumulative total by date

[topazz11]

Hello,

I am trying to get two running totals as example below.

First one is for the toral up to yesterday (Today-1)

Second one is for the total on&after today. 

I tried these DAX...but doesnt work. 

Running total 1 :=
CALCULATE (
    [Total Sales],
    FILTER (
        ALL ( DimDate[Datekey] ),
        DimDate[Datekey] < Today( ( DimDate[Datekey] ) )
    )
)

Running total 2 :=
CALCULATE (
    [Total Sales],
    FILTER (
        ALL ( DimDate[Datekey] ),
        DimDate[Datekey] >= Today( ( DimDate[Datekey] ) )
    )
)

Any help would be greatly appreciated!

[parry2k · Accepted solution]

@topazz11 there are few ways to do this, here is one,  add following measures

Upto Today = CALCULATE( [Sum Item1], FILTER( 
   ALL( 'Date'[Date1] ),
    'Date'[Date1] <=  MAX( 'Date'[Date1] )) )
    * IF( MAX( 'Date'[Date1] ) < TODAY(), 1 )


From Today = CALCULATE( SUM( 'Table'[Item2] ), 
FILTER( ALL( 'Date'[Date1] ), 'Date'[Date1] <= MAX( 'Date'[Date1] ) && 
'Date'[Date1] >= TODAY() ))*
DIVIDE( [Sum Item2], [Sum Item2])

sum item1 and sum item 2 measures are just sum of respectice columns

[Nira]

How could this be achieved in POwer Query(performance will be affected)?  calculate the cumulative total for a Purchase Oder until it reaches its maximum date.
123  1.2.2022  5units   cumulative 5units
123  3.2.2022  2units   cumulative 7units
123  5.2.2022  6units     cumulative 13units

How could I achieve th ecumulative total in a column in POwer query?
Thank you

[Greg_Deckler · Accepted solution]

Have you tried the built-in running total quick measures? Also, See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

[parry2k · Accepted solution]

@topazz11 there are few ways to do this, here is one,  add following measures

Upto Today = CALCULATE( [Sum Item1], FILTER( 
   ALL( 'Date'[Date1] ),
    'Date'[Date1] <=  MAX( 'Date'[Date1] )) )
    * IF( MAX( 'Date'[Date1] ) < TODAY(), 1 )


From Today = CALCULATE( SUM( 'Table'[Item2] ), 
FILTER( ALL( 'Date'[Date1] ), 'Date'[Date1] <= MAX( 'Date'[Date1] ) && 
'Date'[Date1] >= TODAY() ))*
DIVIDE( [Sum Item2], [Sum Item2])

sum item1 and sum item 2 measures are just sum of respectice columns