Show the accumulated balance with a filter

[Isidro]

Hello,

I have the accumulated balance of an account. For example, season 16-17. When I use a filter and filter for season 16-17, the balance that appears is that of that period and what I would like is that the accumulated balance.

Is this possible to do? If possible, how can it be done?

Thank you very much and regards.

[vanessafvg]

you would need a date or a sequence number like an index to accumulate the data.  Are the seasons linked to dates?

[Isidro]

Hello,

Seasons are associated with dates. There is a table that shows the relationship between dates and seasons.

Thank you very much for your help.

[v-yuezhe-msft]

@Isidro,

You can follow the instructions in the blog below to create cumulative total. If you need exact DAX for your scenario, please help to share sample data of the two tables and post the relationship between the two tables.

http://www.daxpatterns.com/cumulative-total/

Regards,
Lydia

[Isidro]

Hello Lydia,

The information that has passed me is very interesting and valuable.

In my case, it is not to get the accumulated, which I have already achieved, but when I use a slicer shows me the difference of the accumulated period that I frame with the previous period and what I want is to show the accumulated until the period marked.

Thank you very much and best regards.

[v-yuezhe-msft]

@Isidro,

What formula do you use to create accumulated balance? Could you please post raw data of your tables or PBIX file so that I can test? 

Regards,

[Isidro]

Hello,

@v-yuezhe-msft

The formula I have used is the one created by the quick measures which is the following:

Saldo acumulado =
CALCULATE(
 'ACCOUNT_INFORMATION'[ACTIVO];
 FILTER(
  CALCULATETABLE(
   SUMMARIZE(
    'CALENDAR';
    'CALENDAR'[NumTemporada];
    'CALENDAR'[Temporada]
   );
   ALLSELECTED('CALENDAR')
  );
  ISONORAFTER(
   'CALENDAR'[NumTemporada]; MAX('CALENDAR'[NumTemporada]); DESC;
   'CALENDAR'[Temporada]; MAX('CALENDAR'[Temporada]); DESC
  )
 )
)

Thank you very much

[v-yuezhe-msft]

@Isidro,

Could you please share sample data of your original tables?

Reagrds,
Lydia Zhang

[Isidro]

@v-yuezhe-msft

Hello Lydia,

I work with the following tables:

Calendar table

Data table

Balance table

And here you can see the relationship between the different tables
Thank you very much ande best regards.

[v-yuezhe-msft]

@Isidro,

I don't see the ACTIVO field in your data table, and I am not sure which fields you use to create relationship between the tables. Would you mind sharing me the PBIX file via Private message and post expected result in a table so that I can provide you appropriate DAX?

Regards,

[Isidro]

@v-yuezhe-msft

Hello,

How can I send the file privately?

Thank you very much and best regards.

[v-yuezhe-msft]

@Isidro,

Please refer to https://community.powerbi.com/t5/Welcome-to-the-Community/How-to-send-private-messages/td-p/232.

Also ensure that you send expected result to me.

Regards,

[Isidro]

@v-yuezhe-msft

Hello Lydia,

I do not know how to insert the file into the message. How can you insert it?

Sorry for the inconvenience.

Thank you very much and best regards.

[v-yuezhe-msft]

@Isidro,

You can upload PBIX file to OneDrive and post shared link of the file via Private message.

Regards,

[Isidro]

Hi @v-yuezhe-msft

Did you see the file I shared privately with you?

Thank you very much and best regards.

[v-yuezhe-msft · Accepted solution]

@Isidro,

Please check if the following DAX returns your expected result.

Saldo running total in Mes = 
CALCULATE(
	SUM('Diario1'[Saldo]),
	FILTER(
		ALLSELECTED('Calendario'[Fecha]),
		Calendario[Fecha]<=MAX(Calendario[Fecha])
	)
)

Regards,

[Isidro]

Hi @v-yuezhe-msft,

It is correct.

Thank you very much and best regards.