Forum Discussion
Helper IIRunning total mulitple rows with same date and item numbers
I have a dataset of >10.000 rows. They consist of stock movements of items. So receipts into the warehouse and shipments out of the warehouse.
Two days could be like this:
| Date | Creditor | Debtor | Itemcode | Amount |
| 1-1-2022 | A | 123 | 5 | |
| 1-1-2022 | AA | 123 | -2 | |
| 1-1-2022 | B | 456 | 3 | |
| 2-1-2022 | AA | 123 | -2 | |
| 3-1-2022 | BB | 456 | -1 |
I want to create a running total that shows the current stock per row and should be calculated for every itemcode.
The result would look like this:
| Date | Creditor | Debtor | Itemcode | Amount | Stock |
| 1-1-2022 | A | 123 | 5 | 5 | |
| 1-1-2022 | AA | 123 | -2 | 3 | |
| 1-1-2022 | B | 456 | 3 | 3 | |
| 2-1-2022 | AA | 123 | -2 | 1 | |
| 3-1-2022 | BB | 456 | -1 | 2 |
So that when I filter on one item it would show the stock movements of that item.
I tried creating an index and that works fine if I filter on one item in power query, but I want it to calculate dynamically based on a slicer.
Any help is very much appreciated. Thank you!
Your formula didn't work, it only shows the value of Aantal per transaction. I think beause there are multiple rows for one day. I edited it a bit and I think I have it working now.
formula = CALCULATE ( SUM ( Voorraadmutaties[Aantal] ), FILTER ( ALLSELECTED ( Voorraadmutaties ), [Index] <=MAX(Voorraadmutaties[Index]) ), VALUES ( Voorraadmutaties[artcode]) )
3 Replies
Hi JoyceW,
You can try to use the following measure formula to calculate the rolling total based on the current date and item code:
formula = VAR currDate = MAX ( Table[Date] ) RETURN CALCULATE ( SUM ( Table[Amount] ), FILTER ( ALLSELECTED ( Table ), [Date] <= currDate ), VALUES ( Table[Itemcode] ) )Regards,
Xiaoxin Sheng
JoyceWYour formula didn't work, it only shows the value of Aantal per transaction. I think beause there are multiple rows for one day. I edited it a bit and I think I have it working now.
formula = CALCULATE ( SUM ( Voorraadmutaties[Aantal] ), FILTER ( ALLSELECTED ( Voorraadmutaties ), [Index] <=MAX(Voorraadmutaties[Index]) ), VALUES ( Voorraadmutaties[artcode]) )
