topic Rollup in Developer

Rollup

Anonymous — Thu, 26 Aug 2021 11:45:04 GMT

How to find roll up of the total outstanding of each month.

Re: Rollup

goncalogeraldes — Thu, 26 Aug 2021 12:24:12 GMT

When you say "rollup" do you mean the SQL function similar to a GROUP BY clause?

Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

Hope this answer solves your problem! If you need any additional help please tag me in your reply.
If my reply provided you with a solution, pleased mark it as a solution ✔️ or give it a kudoe 👍
Thanks!

Best regards,
Gonçalo Geraldes

Re: Rollup

Anonymous — Tue, 31 Aug 2021 07:05:43 GMT

Hi @Anonymous

Does your "Roll UP" mean that you want to get cumulative sum result by month?

You can try my way. Firstly build a date table by dax code.

Date = ADDCOLUMNS(CALENDARAUTO(),"Year",YEAR([Date]),"Month",MONTH([Date]),"YearMonth",YEAR([Date])*100+MONTH([Date]))

Build a relationshio between date table and your fact table by date column.

Then build a measure.

Roll UP = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Date'),'Date'[YearMonth]<=MAX('Date'[YearMonth])))

Result is as below.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: Rollup

Anonymous — Mon, 06 Sep 2021 08:54:03 GMT

Hi @Anonymous

Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or you are still confused about it, please provide me with more details about your table and your problem or share me with your pbix file from your Onedrive for Business.

Best Regards,

Rico Zhou