Issue with displaying rolling totals

[erikm]

Hi,

I am trying to accomplish the following scenario:

1. User selects one date (that is the end date of a selection)
2. The beginning of the date range is automatically set to January 1st of the previous year
3. The measure contains only +1 oder -1 values that need to be displayed in a graph as rolling totals.

In the workbook that I have uploaded here, I have prepared and drawn an example of how it should look like. I have tried several DAX statements to calculate the rolling total, but most of them either didn't show anything at all, or data from all years.

The dataset is based on the default WideWorldImporters database.

Thank you!

[amitchandak]

@erikm , Assume you have selected a date in the slicer

Try a measure like

measure =
Var _Min1 = MAXX(allselected('Date'), 'Date'[Date])
Var _Min1 = date(year(min1)-1, 1,1)
Var _Max = MAXX(allselected('Date'), 'Date'[Date])
return CALCULATE(SUM(Table1[Value]), filter(Table1, Table1[date]=_max && Table1[date]=_min))
// or
return CALCULATE(SUM(Table1[Value]), filter(all(Date), Date[date]=_max && Date[date]=_min))

[erikm]

Hi @amitchandak ,

thank you for your suggestion. It feels like I'm almost there 🙂 The graph is displayed correctly with the months filtered, the only thing is that it displayed the separate monthly values and not a rolling total. I've tried to create an extra measure based on this new one, but then all of a sudden all years are displayed again. Would you have a suggestion for this?
Thank you!

[v-rzhou-msft]

Hi @erikm 

In dax, catching date values from automatic time intelligence hierachy will make your code logic complex and use date in same table to filter value will make result incorrect due to the impactions between columns in same table.

Here I suggest you to turn off automatic time intelligence, and add an unrelated calendar table by dax.

Calendar = ADDCOLUMNS(CALENDARAUTO(),"YEAR",YEAR([Date]),"Month",MONTH([Date]),"Day",DAY([Date]),"MonthName",FORMAT([Date],"MMMM"))

Add Year, Month, MonthName columns into Movements Table by Dax.

Year = YEAR(Movements[MeasureDate]) 

Month = MONTH(Movements[MeasureDate])

MonthName = FORMAT(Movements[MeasureDate],"MMM")

Measure:

balance RT = 
VAR _EndtDay = SELECTEDVALUE('Calendar'[Date])
VAR _StartDay = DATE(SELECTEDVALUE('Calendar'[YEAR])-1,01,01)
RETURN
CALCULATE(SUM(Movements[balance]),FILTER(ALL(Movements),Movements[MeasureDate]>=_StartDay&&Movements[MeasureDate]<=_EndtDay&&Movements[Year] = MAX(Movements[Year])&&Movements[Month]<=MAX(Movements[Month])))

Result is as below.

Best Regards,

Rico Zhou

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

[erikm]

Hi @v-rzhou-msft 

thank you for the suggestion, that certainly helps me further! One small thing that I still couldn't figure out that you might have a quick solution for. In your above screenshot, you selected a day somwhere in May 2021. How would I hide the line that goes horizontal? In other words, when I select a date in May 2021, I would like the line in the graph to stop after May and not display the same figures for the other months up until today.

Thank you!

Best regards,

Erik 

[v-rzhou-msft · Accepted solution]

Hi @erikm 

Try If function, I update the measure.

balance RT =
VAR _EndtDay =
    SELECTEDVALUE ( 'Calendar'[Date] )
VAR _StartDay =
    DATE ( SELECTEDVALUE ( 'Calendar'[YEAR] ) - 1, 01, 01 )
RETURN
    IF (
        MAX ( Movements[Year] ) * 100
            + MAX ( Movements[Month] )
            <= SELECTEDVALUE ( 'Calendar'[YEAR] ) * 100
                + SELECTEDVALUE ( 'Calendar'[Month] ),
        CALCULATE (
            SUM ( Movements[balance] ),
            FILTER (
                ALL ( Movements ),
                Movements[MeasureDate] >= _StartDay
                    && Movements[MeasureDate] <= _EndtDay
                    && Movements[Year] = MAX ( Movements[Year] )
                    && Movements[Month] <= MAX ( Movements[Month] )
            )
        ),
        BLANK ()
    )

Result is as below.

Best Regards,

Rico Zhou

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