topic Cumulative sum in a table in DAX Commands and Tips

Cumulative sum in a table

Anonymous — Mon, 07 Nov 2022 18:06:52 GMT

Hello all,

I'm struggling to calculate a cumulative difference between two columns.

My dataset is a table that, for each month of the year, reports two values: "Sum of Requested orders" and "Sum of Confirmed orders".

Each sum is the amount of orders requested or confirmed in each month.

I would like to add another column, for each month, that calculates the difference between the two columns. This additional column however should also be comulative and sum the diffences for the whole year.

Data example:

January	February	March	April
Requested	Confirmed	bleep Difference	Requested	Confirmed	bleep Difference	Requested	Confirmed	bleep Difference	Requested	Confirmed	bleep. Difference
2400	2300	100	1000	800	300	1900	1750	450	2000	1500	950

I arrive to calculate the Difference in each month, but struggle to create the cumulative difference

any suggestion from the guru of DAX?

🙂

Re: Cumulative sum in a table

tamerj1 — Mon, 07 Nov 2022 18:43:46 GMT

Hi Anonymous
Please try

Difference = VAR CurrentMonth = MAX ( 'Date'[Month Number] ) VAR T1 = CALCULATETABLE ( VALUES ( 'Date'[Month] ), 'Date'[Month Number] <= CurrentMonth ) VAR T2 = ADDCOLUMNS ( T1, "@Difference", VAR CurrentMonth1 = 'Date'[Month] RETURN CALCULATE ( [Requested] - [Confirmed], ALL ( 'Date'[Month] ), 'Date'[Month] = CurrentMonth1 ) ) RETURN SUMX ( T2, [@Difference] )

Re: Cumulative sum in a table

Stachu — Mon, 07 Nov 2022 18:46:40 GMT

That looks like an output table, i.e. matrix visual.

What is your input data? If it looks like the table below then it's an easy setup

Month	Requested	Confirmed
Jan	2400	2300
Feb	1000	800

Re: Cumulative sum in a table

Anonymous — Tue, 08 Nov 2022 12:35:27 GMT

hi Stachu

yes, table is as you reported. For each row I need to calculate the difference (Requested - Confirmed).

Moreover, I need that this difference is cumulative, so that each month difference is summed to the one calculated in the previous month

e.g.:

Jan = 2.400 - 2.300 = 100

Feb = (1.000 - 800) + January = 200 + 100 = 300

March = (xxx - xxx) + Feb = ( ... ) + 300

Re: Cumulative sum in a table

Anonymous — Tue, 08 Nov 2022 14:14:00 GMT

thanks tamerj1 it works perfectly