Line Graph in PowerBi summarising my RunningTotal (Count/Sum) instead of charting the RT$

**Stefj** · 10-21-2021, 08:48 PM

Hi there
I am wanting to provide a line graph in my dashboard showing a trend of Debtor Balances over time (2014 to Current Date) and I can only see a count or sum of the Running Totals. I have over 50,000 lines of data over > 600 Debtors. I would like to filter by DebtorName. I have calculated a runningbalance from the transactions table via a sql database connection.

The RunningBalance field doesn't have an aggregation (summation) symbol.

My data query has the following 3 Columns: DebtorName TransactionDate RunningBalPerDate.

I've ensured for each debtor I only have the Runningbalance at the end of the day (i.e. one runningbalance per day) as there are usually multiple transactions on a day.

I've searched this issue and similar problems are identified, but I can't seem to find a solution. I've tried different Data Types with no success.

I'm happy to upload some dummy data, but feel I am missing a basic concept.

Any help would be appreciated.

**Stefj** · 10-23-2021, 06:22 AM

I now realise why it won't work. I have to ensure all the data is filled down according to sequential dates. I'll need to add all the missing date rows using the Calendar DAX, lookup the values and fill down. Sounding like its way above my abilities....

**Stefj** · 10-23-2021, 08:50 PM

I added the Calendar Table using: Calendar(EOMONTH(min(ActDeb_Runningtotals[TransactionDate])-1,+1),EOMONTH(MAX(ActDeb_Runningtotals[TransactionDate]),0))
I then linked the relationship between the Calendar table and my Transaction/Debtor Table
It still didn't work until I fluked looking at properties of the relationship and marked it as a date table.
When I returned to my line graph it showed correctly.

Apart from the one DAX function no other coding required.

Line Graph in PowerBi summarising my RunningTotal (Count/Sum) instead of charting the RT$

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Line Graph in PowerBi summarising my RunningTotal (Count/Sum) instead of charting the RT$

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