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swan1099's avatar
swan1099
Icon for Helper I rankHelper I
8 years ago

Create Multiple Cumulative Columns

Hello,   I've extracted a simple GL Dataset out of my GL (have it set up so I can extract by the month to keep things simple). Within PowerQuery (Get & Transform) I've shaped my data so that it's p...
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Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
8 years ago

Hi,

 

I would suggest that you unpivot your dataseta and have the GL codes in a single column.  So your dataset should be a 3 column one - Date. GL code and Amount.  From this dataset build your visual.

  • swan1099's avatar
    swan1099
    Icon for Helper I rankHelper I
    8 years ago

    Hi Ashish,

     

    Agreed on the unpivot, but prior to doing that, I need to get each GL column cumulatively summed downwards. is this possible without too much sophistication?

    • Seward12533's avatar
      Seward12533
      Icon for Solution Sage rankSolution Sage
      8 years ago
      swan1099have you tried a DAX table solution? I believe this would be the right approach. With the right filters and functions you can do single month, MTD, YTD, CumulativeTD, you may not even need the actual table but if you do SUMMARIZE should do the things trick.
    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      8 years ago

      Don't know.  Sorry.