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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Cumulative total based on non unique dates AND text filter

Hi - my table has non-unique dates and I'm trying to calculate a running total for a given date AND text filter pair.  My data looks the equivalent of something like the  below and what I'm aiming for is something like:

 

RunningTotal = calculate(sum('Table'[Revenue]) where WeekEndingDate <= Earlier(WeekEndingDate) AND Store = Store

 

Cumulative Revenue should calculate the running total of revenue for the row 'Store' up to the row 'WeekEndingDate'

 

Maybe I need ALLEXCEPT or ALLSELECTED but I can't quite get it to work.  I've tried as many relative examples as I could find.

 

WeekEndingDateStoreRevenueCumulative Revenue
7-Mar-21Strawberry Lane$7.74 
14-Mar-21Strawberry Lane$7.71 
21-Mar-21Strawberry Lane$8.27 
28-Mar-21Strawberry Lane$1.65 
4-Apr-21Strawberry Lane$3.15 
11-Apr-21Strawberry Lane$0.67 
18-Apr-21Strawberry Lane$6.68 
25-Apr-21Strawberry Lane$7.03 
2-May-21Strawberry Lane$2.88 
9-May-21Strawberry Lane$2.10 
16-May-21Strawberry Lane$3.46 
23-May-21Strawberry Lane$6.15 
30-May-21Strawberry Lane$1.28 
6-Jun-21Strawberry Lane$1.78 
13-Jun-21Strawberry Lane$7.74 
11-Apr-21High St$0.14 
18-Apr-21High St$8.35 
25-Apr-21High St$3.09 
2-May-21High St$7.47 
9-May-21High St$3.30 
16-May-21High St$1.69 
23-May-21High St$7.32 
30-May-21High St$8.19 
6-Jun-21High St$0.20 
13-Jun-21High St$0.20 
28-Mar-21Mountain View$5.70 
4-Apr-21Mountain View$8.82 
11-Apr-21Mountain View$9.32 
18-Apr-21Mountain View$3.61 
25-Apr-21Mountain View$3.80 
2-May-21Mountain View$3.78 
9-May-21Mountain View$5.51 
16-May-21Mountain View$6.56 
23-May-21Mountain View$8.85 
30-May-21Mountain View$6.20 
6-Jun-21Mountain View$6.35 
13-Jun-21Mountain View$7.87 
Cumulative Total
  • VahidDM's avatar
    VahidDM
    5 years ago

    Hi Anonymous 

     

    Try this code to add a column to your table:

    Cumulative Revenue =
VAR _Date =
    FIRSTNONBLANK ( 'Table'[WeekEndingDate], "" )
RETURN
    CALCULATE (
        SUM ( 'Table'[Revenue] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Store] ),
            'Table'[WeekEndingDate] <= _Date
        )
    )

     

    Output :

    If this post helps, please consider accepting it as the solution to help the other members find it more quickly.

    Appreciate your Kudos ✌️!!

3 Replies

  • VahidDM's avatar
    VahidDM
    Icon for Super User rankSuper User
    5 years ago

    Hi Anonymous 

     

    Try this code to add a column to your table:

    Cumulative Revenue =
VAR _Date =
    FIRSTNONBLANK ( 'Table'[WeekEndingDate], "" )
RETURN
    CALCULATE (
        SUM ( 'Table'[Revenue] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Store] ),
            'Table'[WeekEndingDate] <= _Date
        )
    )

     

    Output :

    If this post helps, please consider accepting it as the solution to help the other members find it more quickly.

    Appreciate your Kudos ✌️!!

    • Anonymous's avatar
      Anonymous
      Not applicable
      5 years ago

      Brilliant - Thank you VahidDM.. 

  • qwertzuiop's avatar
    qwertzuiop
    Icon for Advocate III rankAdvocate III
    4 years ago

    Hello guys 😀

     

    Code works perfektly thanks 💪
    But any idea how to manipulate the code to calculate the average instead of sum?

     

    Thanks for your contribution

     

    Cheers

    qwertzuiop