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Helper III
Helper III

Running Total

Hi,

 

I have 2 years of monthly data on which I'm applying a Running Total measure as written below:

 

Running Total MEASURE =
CALCULATE (
SUM ( CompanyPortalDataBase[PageVisit] ),
FILTER (
ALL ( CompanyPortalDataBase),
'CompanyPortalDataBase'[Date] <= MAX ( 'CompanyPortalDataBase'[Date] )
)
)

 

The issue is when I'm filtering my report using a slicer on 2016 the measure works fine and it does bring 2016 running total month by month. However, when I'm selecting 2017, the measure calculates 2 years in a row which mean that January 2017 already includes the total of 2016 and it keeps accumulating from that point. This overstated the 2017 numbers.

I need to present each year running total separately.

 

Thanks!

NH

2 ACCEPTED SOLUTIONS
Community Support
Community Support

Hi @nhol,

 

Please modify the measure like below: 

 

Running Total MEASURE =
CALCULATE (
SUM ( CompanyPortalDataBase[PageVisit] ),
FILTER (
ALL ( CompanyPortalDataBase),
'CompanyPortalDataBase'[Date] <= MAX ( 'CompanyPortalDataBase'[Date] ) && YEAR(CompanyPortalDataBase[Date]) =YEAR(MAX(CompanyPortalDataBase[Date]))
)
)

 

q3.PNG

 

Best Regards,
Qiuyun Yu 

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

View solution in original post

Hi,

 

Try this calculated column formula

 

=CALCULATE(SUM(CompanyPortalDataBase[PageVisit]),FILTER(CompanyPortalDataBase,CompanyPortalDataBase[Category]=EARLIER(CompanyPortalDataBase[Category])&&CompanyPortalDataBase[Year]=EARLIER(CompanyPortalDataBase[Year])&&CompanyPortalDataBase[Date]<=EARLIER(CompanyPortalDataBase[Date])))/CALCULATE(COUNTROWS(CompanyPortalDataBase),FILTER(CompanyPortalDataBase,CompanyPortalDataBase[Category]=EARLIER(CompanyPortalDataBase[Category])&&CompanyPortalDataBase[Year]=EARLIER(CompanyPortalDataBase[Year])&&CompanyPortalDataBase[Date]<=EARLIER(CompanyPortalDataBase[Date])))


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

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