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Frequent Visitor
Posts: 2
Registered: ‎01-08-2019

Running Total not working

Hi all!

 

I'm new to Power BI and I'm trying to make a running total of the column 'Projection Base' based on a Date column. 
In this example, Projection Base is a measure as follows:

3. Projection Base =
IF(ISBLANK([3. Ending Balance Real]),[3. Ending Balance Budget],[3. Ending Balance Real])

I noticed that the running total is working, but from December to January (as can be seen in the image), and I need it to work from January to December. I already tried switching between the MAX and MIN functions and between the ASC and DESC orders.
Thanks for the help!

IMAGE: https://ibb.co/g6wpSFm

Community Support Team
Posts: 2,269
Registered: ‎03-15-2018

Re: Running Total not working

Hi @marandouglas

If table "Sheet1" and date table "calendar" have a relationship with a cardinality of "many to one".

please create this measure:

Measure = IF(ISBLANK(MAX(Sheet1[real])),MAX(Sheet1[budget]),MAX(Sheet1[real]))
running total 1 =
SUMX (
FILTER ( ALLSELECTED ( Sheet1 ), Sheet1[date] <= MAX ( Sheet1[date] ) ),
[Measure]
)
or running total 2 =
SUMX (
FILTER (
ALLSELECTED ( 'Sheet1' ),
ISONORAFTER ( Sheet1[date], MAX ( Sheet1[date] ), DESC )
),
[Measure]
)

1.png

 

Best Regards

Maggie

 

Frequent Visitor
Posts: 2
Registered: ‎01-08-2019

Re: Running Total not working

Hi Maggie,

 

Thanks for the answer. The problem I'm having is that columns 'budget' and 'real' are in different queries, and then the ending balance for each month, both for budget and for real values are measures. Can I work with measures?

 

Thanks in advance,

Douglas

Super User
Posts: 3,748
Registered: ‎01-14-2017

Re: Running Total not working

Hi,

 

Does this measure work?

 

=CALCULATE([3. Project base],DATESBETWEEN(Calendar[Date],MINX(ALL(Calendar),Calendar[Date]),MAX(Calendar[Date])))

 

Just ensure that in your visual, the Year and Month should be dragged form the Calendar Table.

 

Hope this helps.

Community Support Team
Posts: 2,269
Registered: ‎03-15-2018

Re: Running Total not working

[ Edited ]

Hi @marandouglas

'budget' and 'real' are measures and they exsit in different tables, right?

These two tables can be connected with "date" column, right?

If so, you could replace the following formula 

Measure = IF(ISBLANK(MAX(Sheet1[real])),MAX(Sheet1[budget]),MAX(Sheet1[real]))

 with this

Measure = IF(ISBLANK([real]),[budget],[real])

Best Regards

Maggie