Stop running total at current date

[Anonymous]

Hi,

I have found some topics covering this, however it still does not work in my report

In the picture below you can see the formula I use and how the line chart still shows values until December.

Hope you can help me

[v-yuta-msft]

Hi Guidoow1,

Modify you measure like pattern below and check if it can meet your requirement:

Marge running total in Month =
CALCULATE (
    SUM ( 'Transactiewaarde'[Marge] ),
    FILTER (
        SUMMARIZE ( 'Kalendar', 'kalendar'[Date].[MonthNo], 'kalendar'[Date].[Month] ),
        ISONORAFTER (
                Kalendar[Date].[MonthNo], MAX ( Kalendar[Date].[MonthNo] ), DESC,
                Kalendar[Date].[Month], MAX ( Kalendar[Date].[Month] ), DESC
        )
    ),
    ALLSELECTED ( 'Kalendar' )
)

Regards,

Jimmy Tao

[Anonymous]

Hi @v-yuta-msft

Tanks for your reply

The measure shows the value in that month and not the desired cummulative value.

[v-yuta-msft · Accepted solution]

Hi Guidoow1,

Please refer to this article about how to achieve cumulative total: https://www.daxpatterns.com/cumulative-total/.

Regards,

Jimmy Tao

[joonasjaspi]

You could add YTD flag column to your calendar table like this:

 "Future";if([Date]>=NOW();1;0);

Then use it as visual level filter. 

[Anonymous]

Hi @joonasjaspi

I already have a relative date filter on past 2 years including today for the whole report.

So I am already using a date filter, however it still shows the running total until December.