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Tamir Member
Member

Running Totals (Accumulative) and Running Average

Hi,

 

I need help with getting the measures right for an Accumulative score and a running Average score.

 

This formula works if I do not filter:

Running Total Score = 
CALCULATE(
    SUM(data[Score]),
    FILTER(
        ALL(data[Period]),
        data[Period]<=MAX(data[Period])
    ))

 I tried this one:

Running Totals w SUMX = 
CALCULATE(
    SUMX(VALUES(data[Period]),[Total Score]),
            FILTER(
                ALL(data),
                data[Period]<=MAX(data[Period]))
        )

But it is also not working when I filter.

 

Please see linked file

 

Thank you, Tamir

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Running Totals (Accumulative) and Running Average

hi, @Tamir

Whether this formula that fits your needs

Running Total Score = 
CALCULATE(
SUM(data[Score]),
FILTER(
ALLSELECTED(data[Period]),
data[Period]<=MAX(data[Period])
))

If not your case, please show us your expected output after you filter it.

 

 

Best 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.

View solution in original post

2 REPLIES 2
Community Support Team
Community Support Team

Re: Running Totals (Accumulative) and Running Average

hi, @Tamir

Whether this formula that fits your needs

Running Total Score = 
CALCULATE(
SUM(data[Score]),
FILTER(
ALLSELECTED(data[Period]),
data[Period]<=MAX(data[Period])
))

If not your case, please show us your expected output after you filter it.

 

 

Best 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.

View solution in original post

Tamir Member
Member

Re: Running Totals (Accumulative) and Running Average

Hi @v-lili6-msft

 

Thank you for your solution, I believe it to work.

 

However, I finally came up with this formula:

 

Overall Performance YTD = 
CALCULATE(
    SUMX(VALUES(dimCalendar[MonthNum]),[Overall Performance]),
    FILTER(
        ALLSELECTED(dimCalendar[MonthNum]),
        dimCalendar[MonthNum]<=MAX(dimCalendar[MonthNum]))
)

It works fine.

 

However, how can I use the above format if the leading column is a string and not numeric?

The MAX function will not be usable...

 

One use would be if my column is a named month rather then a number...

Or a name of a category...

 

 

Thank you,

Tamir

 

 

 

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