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simonGIS
Helper I
Helper I

Running Total not working

I have Table1 with two fields.

simonGIS_0-1667974885935.png

Need to create a running total for a line chart, covering several years.


Following some tutorials, if I create a Quick Measure on the amount:

simonGIS_1-1667975215383.png

 

simonGIS_2-1667975718237.png

But this gives me the wrong result:

amount running total in Close Date =
CALCULATE(
    SUM('Table1'[amount]),
    FILTER(
        ALLSELECTED('Table1'[Close Date]),
        ISONORAFTER('Table1'[Close Date], MAX('Table1'[Close Date]), DESC)
    )
)


simonGIS_3-1667975787563.png


Have tried a few combinations, but not quite as easy as I was hoping.

 

amount running total in Month =
CALCULATE(
SUM('Table1'[amount]),
FILTER(
CALCULATETABLE(
SUMMARIZE(
'Table1',
'Table1'[Close Date].[MonthNo],
'Table1'[Close Date].[Month]
),
ALLSELECTED('Table1')
),
ISONORAFTER(
'Table1'[Close Date].[MonthNo], MAX('Table1'[Close Date].[MonthNo]), DESC,
'Table1'[Close Date].[Month], MAX('Table1'[Close Date].[Month]), DESC
)
)
)

 

 

 

simonGIS_0-1667975993105.png

 



I am sure I am missing something simple?  Can someone help point out where I am going wrong?

 

2 REPLIES 2
simonGIS
Helper I
Helper I

Thanks for this.  I don't have control over the source data (coming from a separate business system every hour), therefore I am not sure if your solution applies as my date field is not in a separate table?

amitchandak
Super User
Super User

@simonGIS , Use a date table joined with your table's date to do all such calculations. The period from date should be used on axis and slicer/filter


Cumm Sales = CALCULATE([Terminated Employee],,filter(all('Date'),'Date'[date] <=max('Date'[date])))

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

 

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