topic Running total mulitple rows with same date and item numbers in DAX Commands and Tips

Running total mulitple rows with same date and item numbers

JoyceW — Sun, 23 Oct 2022 15:07:17 GMT

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!

Re: Running total mulitple rows with same date and item numbers

Anonymous — Wed, 26 Oct 2022 01:19:02 GMT

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

Re: Running total mulitple rows with same date and item numbers

JoyceW — Thu, 27 Oct 2022 12:02:13 GMT

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]) )

Re: Running total mulitple rows with same date and item numbers

juresti — Thu, 21 Nov 2024 21:18:15 GMT

JoyceW Amazing.

Exactly what I was looking for to detect when a value is over a certain amount in my case.

Very good solution, I am able to sort any column and it still keeps up with the date order and the amount in my case.