topic Re: Running Total (based on projects) in DAX Commands and Tips

Running Total (based on projects)

AnetaK — Tue, 02 Feb 2021 10:26:33 GMT

Hello,

I need help in creating a Running Total measure, but what is important - it should be based on projects, not dates.
Usually, Running Total is created by date, we start in January and increase e.g. the sum of sales with each month.

Now I have to create this sum, but based on the size of the project (% share of costs in the total).
First we take the largest project, then add a smaller and smaller one to it...
The table has to show the 10 largest projects.

The table is also to be filtered by various filters, such as the date, so the project position cannot be set hard.
If, for example, each project was permanently assigned a rank (in PQ or a calculated column in DAX), then the filter will not work on this rank.
The largest project in January may already be finalized in February and may not appear in the data from February at all.
Therefore, everything has to be dynamic.

Below is a table showing how it should look like.
Anyone have any idea how to come to this?

(P.S. Cost and Cost% are DAX measures).

Re: Running Total (based on projects)

amitchandak — Tue, 02 Feb 2021 10:35:02 GMT

AnetaK , create a measure like

divide(calculate( sum(Table[cost]), filter(allselected(Table), Table[project] <= max(Table[project]))) ,calculate( sum(Table[cost]), allselected(Table)))

Re: Running Total (based on projects)

AnetaK — Tue, 02 Feb 2021 10:44:57 GMT

amitchandak What do you mean by "Table[project] <= max(Table[project]" ?

Table[project] is a name of the project and it's dummy data.

Re: Running Total (based on projects)

amitchandak — Tue, 02 Feb 2021 10:54:36 GMT

AnetaK , I was trying to build cumulative based on displayed data.

Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Re: Running Total (based on projects)

AnetaK — Tue, 02 Feb 2021 11:15:59 GMT

I've found a sulution (article i Polish).

It was so simple... <facepalm>

Cumulative Total =
VAR total_sales = [Total Sales]
RETURN
    IF (
        NOT ( ISBLANK ( total_sales ) ),
        CALCULATE (
            [Total Sales],
            FILTER ( ALLSELECTED ( Sales[Product] ), total_sales <= [Total Sales] )
        )
    )

https://cwiok.pl/index.php/pl/2019/06/02/skumulowana-suma-po-produktach-w-daxie/

Re: Running Total (based on projects)

amitchandak — Tue, 02 Feb 2021 11:27:55 GMT

AnetaK , Thanks for posting the solution. Kudos to you.