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ldamato
Frequent Visitor

Running total for only the visible dates

Hi everyone, 

 

I have a table with data from 2016 to present, and I have a chart with the running total of the values.
This is the formula I've been using to calculate the running total: 

 

 

 

SoftRunningTotal = CALCULATE(SUM(Data[SOFT_CAD]), FILTER(ALL(Data), Data[DATEVAL] <= MAX(Data[DATEVAL])))

 

 

 

 

My goal here is to start the calculation from the first date VISIBLE on the chart and not the first first. The way it is now, it's been calculating the sum since 2016 but showing only 2022

 

ldamato_0-1659651795598.png

Some sample data: 

DateValueType
2022-01-31     10Soft
2021-12-31      15Soft
2021-11-30     4Soft
2021-10-3112Soft
2021-09-3011Soft

 

Use case: 

Filter only 21-11-30, 21-12-31 and 22-01-31

Expected result: 4(Nov), 19(Nov+Dec), 29(Nov+Dec+Jan)
Current result: 27(Sep+Oct+Nov), 42(Sep+Oct+Nov+Dec), 52(Sep+Oct+Nov+Dec+Jan)

Long story short, I just want to start the calculation from the start date I set on the filter, and not the first at all. 

 

Thanks a lot,

Leo

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Download my PBI file from here.

Hope this helps.

Untitled.png


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

View solution in original post

3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

Download my PBI file from here.

Hope this helps.

Untitled.png


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

Yes! That's it. Thank you so much. 

 

I did some modifications to use the page filter instead of the slicer and it's exactly how I want it. 

 

Thanks @Ashish_Mathur 

You are welcome.


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

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