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HusseinKhalil
Helper I
Helper I

Cumilative and date table connection to multibe date columns

i have a set of data with two date columns, one for the forecast other for actual. i am trying to calcuate the cumulative/running total of a column with unquie sales ID with the below formulas

 

Forecast//CALCULATE(COUNT(test[SN]),FILTER(test,test[Forecast]<=EARLIER(test[Forecast])))

 

Actual//CALCULATE(COUNT(test[SN]),FILTER(test,test[Actual]<=EARLIER(test[Actual])))

 

as shoown in the excel file tab for pivot, caclulations are not correct, firstly both calculated columsn result in same output. secondly, calculations gives monthly based incremental figure not month over month.

 

i have a claendar date column which is connected to both two date columns in the original data set.

please advise 

 

Link for the file 

 

https://www.dropbox.com/scl/fi/a1rzgcj92l21ty8mubvdb/Data.xlsx?dl=0&rlkey=u0iy25wsgr2pfxmtgaejwa5pw

1 REPLY 1
AllisonKennedy
Super User
Super User

If you are wanting a running total you should use SUM, not COUNT and you should do this on the Sales Value. You can do SUMX(FILTER(test,test[Forecast]<=EARLIER(test[Forecast]),test[SN])

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