DAX running total measures best practice

dicken

Active Member
Joined
Feb 12, 2022
Messages
283
Office Version
  1. 365
Platform
  1. Windows
Hello,

I was looking at different ways of dealing with a running total and I wondered if anyone had any advice on benefits of problems with different methods with regards to efficiency on large data sets which I don't deal with but it would be good to know.





Excel Formula:
RTM :=
VAR mdate =
    MAX ( dCalendar[Date] )
RETURN
    CALCULATE (
        [Totalunits],
        FILTER ( ALL ( dCalendar[Date] ), dCalendar[Date] <= mdate )
    )

Excel Formula:
RTMSUMX =
SUMX (
    FILTER ( ALL ( dCalendar[Date] ), dCalendar[Date] <= MAX ( dCalendar[Date] ) ),
    [Totalunits]
)

and

Excel Formula:
on or after = 
CALCULATE([Tunits],
       FILTER(ALLSELECTED(dCalendar[Date]),
            ISONORAFTER( dCalendar[Date],MAX(dCalendar[Date]),DESC) ))

Richard
 

Excel Facts

How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.

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