Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
ttseng
Helper III
Helper III

Slicer not filtering Cumulative Total

Hi, 

 

I have a dataset that looks like this:

Account/DonorAmountSourceStageDonor Decision Date
Donor$1,299,998HQAwardedMonday, October 5, 2020
Foundation$75,905HQAwardedThursday, October 1, 2020
Person A$4,032,428HQAwardedWednesday, October 21, 2020
Donor$12,598HQAwardedTuesday, October 13, 2020
Donor$50,000,000HQRejectedFriday, October 2, 2020
Donor$2,999,890HQAwardedFriday, October 16, 2020
Person A$632,119HQAwardedWednesday, October 21, 2020
Foundation$33,906FieldAwardedThursday, October 15, 2020

 

I have a measure that returns the sum of amount that's been awarded:

 

 

 

FY21_Awarded = CALCULATE(
    sum(FY21[Amount]), FILTER(FY21, FY21[Stage] = "Awarded"))

 

 


I have another measure that returns the cumulative total of the amount awarded:

 

 

 

FY21_Cumulative Total = CALCULATE(
    FY21[FY21_Awarded], 
    FILTER(ALL(FY21), FY21[Donor Decision Date] <= MAX(FY21[Donor Decision Date])))

 

 

 

This all works great as anticipated:

 

visual 1.PNG

 However, as soon I user the source slicer I get the following:

 

visual 2.PNG

You'll see that the total returns $34k for the one record. However, the cumulative total is returning $1.42M. I understand that this is working as the measure intended and that on the date of the slicer selection of "Field" the cumulative total including the $34k is equal to $1.42M.

However, I would like the slicer to filter the cumulative total measure:

  • If nothing is selected it would return the cumulative total for field and HQ. 
  • If field or HQ is selected it would only return the cumulative total of awarded for either Field or HQ. 

I'm essentially looking for a dynamic cumulative measure based on the field and HQ slicer. 

 

Any information on how to proceed would be greatly appreciated.

 

thanks in advance!

 

 

1 ACCEPTED SOLUTION
jdbuchanan71
Super User
Super User

@ttseng 

Chagne the ALL in your second measure to only affect the [Donor Cecision Date] coulumn:

 

 

FY21_Cumulative Total =
CALCULATE (
    [FY21_Awarded],
    FILTER (
        ALL ( FY21[Donor Decision Date] ),
        FY21[Donor Decision Date] <= MAX ( FY21[Donor Decision Date] )
    )
)

 

You also don't need the FILTER in your first measure, you can do it like so.

FY21_Awarded =
CALCULATE ( SUM ( FY21[Amount] ), FY21[Stage] = "Awarded" )

View solution in original post

2 REPLIES 2
jdbuchanan71
Super User
Super User

@ttseng 

Chagne the ALL in your second measure to only affect the [Donor Cecision Date] coulumn:

 

 

FY21_Cumulative Total =
CALCULATE (
    [FY21_Awarded],
    FILTER (
        ALL ( FY21[Donor Decision Date] ),
        FY21[Donor Decision Date] <= MAX ( FY21[Donor Decision Date] )
    )
)

 

You also don't need the FILTER in your first measure, you can do it like so.

FY21_Awarded =
CALCULATE ( SUM ( FY21[Amount] ), FY21[Stage] = "Awarded" )

Thanks @jdbuchanan71!

 

That was... easy... 

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.