yes, another running total question. I think, I miss something in my formula or just think the wrong way.
My tables look like this:
Signed Date (Date)
Table 3 (Time Dimension):
What I want to do:
I want to calculate my running totals for both of my tables per month and then display them in one diagram (to see, if I hit or miss my planned value for this month.
Important/Problem: At the same time I want to have the "Segment" as the legend. So that I can see which segments take the biggest part of my values.
--> Whenever I do this, it just adds my segment values to the previous "totals".
500 - Segment A
400 - Segment B
100 - Segment C
1000 - Total
Then it shows me the Value "2000" for January.
My current Formula
Running Total =
SUM ( 'Table 1 (signed date) 2018'[Value] );
ALL ( 'Table 1 (signed date) 2018');
'Table 1 (signed date) 2018[Signed Date]' <= EARLIER ( 'Table 1 (signed date) 2018'[Signed Date] )
Be able to see the running total per month / quarter for Table 1 and Table 2 while being able to display by Segment.
I hope I could explain myself correctly...
Thanks in Advance
here is the pbix and the simplified excel. Had to create a new document...
thank you for your proposal.
Unfortunately, as our initial data is a bit more complicated and we didn't have time to try further solutions - we sticket to a more work intensive python solution.
But I also tried your proposal and unfortunately didn't receive the results I expected. The Values don't add up as wished.