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AishwaryaS's avatar
AishwaryaS
Frequent Visitor
5 years ago
Solved

Dynamic Running Total

Hi, I want to calculate cumulative sum of quantity based on each material considering date, ID and Item columns, and also while a slicer filter is selected the cumulative sum must dynamically change accordingly. Below is the scenario:

 

MaterialIDItemDateQuantity Cumulative Sum
Mobile103101/01/2021 22
Mobile103201/01/2021 1618
TV100101/01/2021 1010
TV101302/01/2021 515
TV102603/01/2021 1530

 

I could achieve it using the below SQL query but unable to do it dynamically using DAX

SELECT *,SUM(Quantity)  OVER (PARTITION BY MATERIAL ORDER BY DATE , ID , ITEM ASC) AS Cumulative_Sum

 

Any help? Thanks in advance.

  • AishwaryaS , Try a measure like

    calculate(sum(Table[Quantity]), filter(allselected(Table), Table[Material] = max(Table[Material]) && Table[Date] <= max(Table[Date])))

4 Replies

  • AishwaryaS , Try a measure like

    calculate(sum(Table[Quantity]), filter(allselected(Table), Table[Material] = max(Table[Material]) && Table[Date] <= max(Table[Date])))

    • AishwaryaS's avatar
      AishwaryaS
      Frequent Visitor

      Hi amitchandak , I applied the above formula and the cumulative sum came correct for different dates but for the same dates the quantity was getting grouped by like below. Could you please let me know how to attain the cumulative sum - as expected?

       

      Material Date  Item  ID Quantity Cumulative Sum I got  Cumulative Sum - expected
      TV 01/04/2018  4  143  -100 -100  -100
      TV 06/04/2018  1  146  -280 -380  -380
      TV 12/04/2018  3  513   34 -313  -346
      TV 12/04/2018  2  511   33 -313  -313
      TV 25/04/2018  17  178   -50 -363  -363

       

      Thanks in advance.

    • Brinki's avatar
      Brinki
      Frequent Visitor

      Hello Amit,

      And what about last year?

      I'm trying to make it dynamic without year filters.

       

      Thanks,

      Stephen