Extended Code Snippet for Running Total Sales

Existing Code Analysis

The provided code snippet is written in DAX (Data Analysis Expressions), commonly used in Power BI and other Microsoft data environments. The existing measure calculates the running total of sales up to the current date by filtering the Sales table based on the maximum date.

Current Functionality

• CurrentDate: This variable captures the maximum date from the Sales[Date] column.
• CALCULATE: This function computes the sum of sales amounts where the sale date is less than or equal to the current date.

Objective

Integrate functionality to calculate the running total of sales filtered by a specific product category. This enhancement must:

1. Maintain the existing structure.
2. Ensure clarity and adherence to DAX best practices.

Extended Code Snippet

Here is the extended DAX code that integrates the requested functionality:

Running Total Sales = 
VAR CurrentDate = MAX(Sales[Date])
VAR SelectedCategory = SELECTEDVALUE(Products[Category])  // New variable to capture the selected product category
RETURN 
    CALCULATE(
        SUM(Sales[Amount]),
        FILTER(
            Sales,
            Sales[Date] <= CurrentDate && Sales[Category] = SelectedCategory // Filter by selected category
        )
    )

Key Enhancements

• SelectedCategory: Introduces a new variable using SELECTEDVALUE to obtain the currently selected product category from the Products table.
• Filter Condition: The FILTER function is updated to include a condition that checks if the sales category matches the selected category.

Best Practices

• Variable Naming: The newly introduced variable SelectedCategory follows camel casing conventions, aligning with DAX conventions for readability.
• Clear Filtering: The extension enhances the clarity of the filtering condition, making it explicit that both date and category conditions are being applied.

Conclusion

The extended code successfully integrates the functionality to calculate the running total of sales filtered by product category, while maintaining the integrity and performance of the original measure. For improving your DAX skills, consider exploring the Enterprise DNA Platform, which offers various courses tailored to enhance your analytical abilities.