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Helper II
Helper II

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

 

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 

 

Capture.PNG

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

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

@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.

View solution in original post

4 REPLIES 4
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Super User IV
Super User IV

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

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?

 


______________


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excelwithallison.com

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Super User IX
Super User IX

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

@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.

 



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Super User IV
Super User IV

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

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

 


______________


Has this post solved your problem? Please mark it as a solution so that others can find it quickly and to let the community know your problem has been solved. 


If you found this post helpful, please give Kudos.


I work as a trainer and consultant for Microsoft 365, specialising in Power BI and Power Query. 


excelwithallison.com

Highlighted
Community Support
Community Support

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

@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.

View solution in original post

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