Running total till today() and show this value on the future row months

[Kpham]

Hi,

I'm trying to get the running total value on the rows of the future date till the end of the year.

I have calculated my Running total like this:

Amount to be Delivered Running Total(late) = 
                CALCULATE(
                    SUM('Month overview'[Amount To Be Delivered (€)]),
                    FILTER(ALLSELECTED('Month overview'[DLV / DLV ZRP Date]),
                    'Month overview'[DLV / DLV ZRP Date]<=MAX('Month overview'[DLV / DLV ZRP Date])
                    && 'Month overview'[DLV / DLV ZRP Date]<= TODAY()
                    ))

The Future RT column is the desired result and the screencap is just an example and doesn't match the DAX above

and I use a DimTable

@AllisonKennedy 

[V-pazhen-msft · Accepted solution]

@Kpham 
What is the result of your current measure, my concern is the filter condition:  " 'Month overview'[DLV / DLV ZRP Date]<=MAX('Month overview'[DLV / DLV ZRP Date])", since you want it yearly. 

Try change it to the following measure: 

Amount to be Delivered Running Total(late) = 
                CALCULATE(
                    SUM('Month overview'[Amount To Be Delivered (€)]),
                    FILTER(ALLSELECTED('Month overview'[DLV / DLV ZRP Date]),
                    'Month overview'[DLV / DLV ZRP Date].[Year]=MAX('Month overview'[DLV / DLV ZRP Date].[Year])
                    && 'Month overview'[DLV / DLV ZRP Date]<= TODAY()
                    ))

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

[AllisonKennedy]

I have posted on your other post, but if you use a DimDate table, it would be better to use that date in your filter as suggested by @amitchandak

[amitchandak]

@Kpham , if you need only at year level

This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]<=max('Date'[Year])))

Try with dates, example 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Sales Date])))

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 :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[AllisonKennedy]

Sorry, I don't understand your question. Is the screenshot your desired result? The column headings there don't match those in the formula you provided, so what are the column and table names you have available to use for this problem?

Also, do you have a DimDate table?