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Davidson919 Frequent Visitor
Frequent Visitor

Filtered Date RunningTotal

Hi,

I am using a cumulative total calculation to display a running total of a value throughout the year. The calculation is as follows:

Running Total = 
CALCULATE(SUM(Table[Amnt]),
	FILTER(
		ALLSELECTED('Date Dim'[Date]),
		'Date Dim'[Date] <= MAX('Date Dim'[Date]) 
        )
)

This works perfectly, and gives my cumulative total for my two years of data.

 

However, I want to be able to filter to Current Year, and Current Year + 1 so build the column in "Date Dim":

Year Filter = IF(YEAR('Date Dim'[Date]) == YEAR(TODAY()), "CY",
                         IF(YEAR('Date Dim'[Date]) == YEAR(TODAY())+1, "CY+1",BLANK()))
But when I filter to CY+1, the running total is still running from the current year. I want the running total to reset when filtered to CY+1 and start again from zero.
Is anyone able to help?
1 ACCEPTED SOLUTION

Accepted Solutions
amitchandak Super Contributor
Super Contributor

Re: Filtered Date RunningTotal

Try using something like

Using YTD = TOTALYTD(SUM(Sales[Sales Amount]),'Date'[Date Filer])

Refer page 9 on the link https://www.dropbox.com/s/tu56wooipvoyoy3/CompareRange_timedim_YearTillDate.pbix?dl=0

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

View solution in original post

5 REPLIES 5
amitchandak Super Contributor
Super Contributor

Re: Filtered Date RunningTotal

Try using something like

Using YTD = TOTALYTD(SUM(Sales[Sales Amount]),'Date'[Date Filer])

Refer page 9 on the link https://www.dropbox.com/s/tu56wooipvoyoy3/CompareRange_timedim_YearTillDate.pbix?dl=0

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

View solution in original post

Davidson919 Frequent Visitor
Frequent Visitor

Re: Filtered Date RunningTotal

Thank you @amitchandak , thats worked great.

Re: Filtered Date RunningTotal

Wont CALCULATE() ignore any filters you have used?

Davidson919 Frequent Visitor
Frequent Visitor

Re: Filtered Date RunningTotal

@IanCockcroft  not that I am aware of. If I filter by anything else (lets say market), the values will change to reflect that filter

Community Support Team
Community Support Team

Re: Filtered Date RunningTotal

HI, @Davidson919 

You just need to adjust your formula as below:

NEW Running Total = 
CALCULATE(SUM('Table'[Amnt]),
	FILTER(
		ALLSELECTED('Date Dim'),
		'Date Dim'[Date] <= MAX('Date Dim'[Date]) 
        )
)

Because for your formula, It just removes context filters from column 'Date Dim'[Date], other columns in 'Date Dim' table won't be affected.

 

Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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