cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Frequent Visitor

DAX: Cumulative Total Applying filters

Hi,

 

I was trying to get the cumulative total from a filtered dataset selecting some years in the slicer, but I'm always obtaining the cumulative from the whole dataset only for the selected years. 

 

For example:

 

              Total          Cumulative Total
2010      81$                     81$

2011      83$                    164$           

2012      90$                     254$


If I select 2011 and 2012 I would like to obtain the cumulative only for the selected years and not for the entire dataset.

              Total         Filtered Cumulative Total

2011      83$                    83$           

2012      90$                   173$

I have tried the following DAX formulas, but always is returning the cumulative taking the whole dataset.

 

 

Cumulative Total Applying filters = CALCULATE([Total Sales]; FILTER(ALLEXCEPT('Calendar';'Calendar'[Date].[Year]); 'Calendar'[Date] <= MAX('Calendar'[Date])))

 

 

 

Cumulative Total Applying filters = CALCULATE([Total Sales]; FILTER(ALLSELECTED('Calendar'); 'Calendar'[Date] <= MAX('Calendar'[Date])))

 


Any idea?  Please find attached an example of PowerBI where I've tried these formulas. DAX Example

Thanks!
   

6 REPLIES 6
Highlighted
Super User IV
Super User IV

Is "Total" a column in your example a column? The default SUM aggregation of the column will work in your case for the data you provided. 


---------------------------------------

@ me in replies or I'll lose your thread!!!

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Highlighted

Hi, @glaso-is
If I correct understud, you need to use ALLSELECTED() function, something like this:

Cumulative Total Applying filters :=
CALCULATE (
    [Total Sales];
    FILTER (
        ALLSELECTED ( 'Calendar' );
        'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
    )
)

Highlighted

"Total" is a measure, a simple of a sum of a column. The problem is the cumulative is always taking the previous years, ignoring the slicer.  Please find a link of PBIX file where I have reproduced my problem:  

 

https://www.dropbox.com/s/rurt5vp7ddbcs87/Test%20Cumulative%20Total%20Applying%20filters.pbix?dl=0

 

Thanks.

Highlighted

Hi @popov,

 

The DAX formula that you commented is one of Ithe formulas that I'd tried as I mentioned in my first post, but the problem is always adding the previous years. For example, if I have a dataset with data for 2010, 2011,2012,2013 and I select in the slicer 2011 and 2013 my expectations is to obtain the following:


2011: Sum Total of 2011
2013: Sum Total of 2011 and Total 2013

 

However, using the formulas that I have posted in my first post I obtain the following results:

2011:  Sum Total 2010 and Total 2011

2013:  Sum Total 2010, Total 2011, Total 2012 and Total of 2013

 

Here, PBIX file where I have reproduced the problem:

https://www.dropbox.com/s/rurt5vp7ddbcs87/Test%20Cumulative%20Total%20Applying%20filters.pbix?dl=0

 

Thanks!

Highlighted

Hi, @glaso-is
I use formula in my previos post and getting correct result. See screenshot. In your file, formula of Cumulative Total Applying filters is not correct. Running Total.png

Highlighted

Thank you!!!

Helpful resources

Announcements
Community Conference

Power Platform Community Conference

Check out the on demand sessions that are available now!

Community Conference

Microsoft Power Platform Communities

Check out the Winners!

secondImage

Power Platform 2020 release wave 2 plan

Features releasing from October 2020 through March 2021

Top Solution Authors
Top Kudoed Authors