Calculated Table for progressive costs

[Flabenu]

I have three tables, PROJECTS, TIME and ACTUAL. In PROJECTS I have the list of projects (PROJECTID, DESCRIPTION), in TIME I have the list of all the dates (DATE, YEAR, MONTH, YEAR-MONTH), in ACTUAL there are the costs recorded for each project and for each date (PROJECTID , DATE, YEAR, MONTH, YEAR-MONTH, ARTICLE, QUANTITY, AMOUNT). The ACTUAL table is logically linked with a 1:N relationship to the PROJECTS table (PROJECTS.PROJECTID 1:N ACTUAL.PROJECTID). The ACTUAL table is also logically linked to the TIME table (TIME.DATE 1:N ACTUAL.DATE). The PROJECTS and TIME tables are not logically linked. How could the DAX code be to build a calculated table that has as fields: PROJECTID, YEAR-MONTH and COSTITOT (where COSTITOT is for PROJECT/YEAR-MONTH the cumulative cost, i.e. the progressive sum of all the ACTUAL.AMOUNT from the beginning of dates up to YEAR-MONTH ) ?

[Anonymous · Accepted solution]

Hi @Flabenu ,

According to your statement, I think [PROJECTID] and [YEAR-MONTH] you need are both in 'ACTUAL' table.

You can just create the calculated table based on 'ACTUAL' table.

I am still confused about the calculation logic about [COSTITOT] which is based on PROJECT/YEAR-MONTH.

Do you want to get a table which will show progressive costs? I think it should be comulative amount/ comulative quantity.

I think you can try code as below to create a calculated table.

Calculated Table =
SUMMARIZE (
    'ACTUAL',
    'ACTUAL'[PROJECTID],
    'ACTUAL'[YEAR-MONTH],
    "Progressive Costs",
        VAR _Quantity =
            CALCULATE (
                SUM ( 'ACTUAL'[QUANTITY] ),
                FILTER (
                    'ACTUAL',
                    'ACTUAL'[PROJECTID] = EARLIER ( [PROJECTID] )
                        && 'ACTUAL'[YEAR-MONTH] <= EARLIER ( [YEAR-MONTH] )
                )
            )
        VAR _AMOUNT =
            CALCULATE (
                SUM ( 'ACTUAL'[AMOUNT] ),
                FILTER (
                    'ACTUAL',
                    'ACTUAL'[PROJECTID] = EARLIER ( [PROJECTID] )
                        && 'ACTUAL'[YEAR-MONTH] <= EARLIER ( [YEAR-MONTH] )
                )
            )
        RETURN
            DIVIDE ( _AMOUNT, _Quantity )
)

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.

[gaurav-lakhotia]

Hi @Flabenu ,

Make the relationship between TIME & ACTUAL bi-directional & then try to create the table. If it doesn't work, please share the sample file.