Filter data from table where date is less then date from report filter

[akhancertus]

Hi,

I have scenario where Sales amount should be display based on the report filter.  Example we have sales data on monthly basis and user can select a month from report filter.  Related information is showing perfectly except one column which shows total sales as of the date (accumulated total as of selected date) which is selected at report filter.

We have two tables, one is fiscal year:

Year ID              2018

Month Name   Jan-2018, Feb-2018, March-208.....

Period ID         1,2,3,4/.......

Second table : sales table

Month Name   Jan-2018. Feb-2018, Mar-2018.....

Period              1,2,3......

Sales Value      $$$$,$$$$,$$$$

Now when user select Mar-2018 from report filter, accumulated value should show (Jan2018 + Feb-2018 + Mar-2018) and if user select June-2018 then (Jan to June).

Please help.

[v-danhe-msft · Accepted solution]

Hi @akhancertus,

Based on my test, you could refer to below formula:

Amount running total in Date = 
CALCULATE(SUM(Sales[Sales Value]),FILTER(ALL('Sales'),'Sales'[Month Name]<=SELECTEDVALUE('Sales'[Month Name])))

Result:

You could also download the pbix file to have a view.

Regards,

Daniel He

[Greg_Deckler]

Seems like you need a simple running total, something like:

Amount running total in Date = 
CALCULATE(
	SUM('Sample'[Amount]),
	FILTER(
		ALLSELECTED('Sample'[Date]),
		ISONORAFTER('Sample'[Date], MAX('Sample'[Date]), DESC)
	)
)