Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Cumulative Total by Person

Hi, Is there an easy way to make a cumulative total by sales person? So in my pivot table, I have a list of multiple sales people. I'd like to know what each individual's YTD bookings number is. This...
camargos88's avatar
camargos88
Icon for Community Champion rankCommunity Champion
6 years ago

Hi Anonymous ,

 

Try creating this measure:

 

_RT = CALCULATE(SUM('Table'[Product Bookings]); FILTER(ALLEXCEPT('Table';'Table'[Name]); 'Table'[PO Date] <= MAX('Table'[PO Date])))
 
 
Ricardo
Anonymous's avatar
Anonymous
Not applicable
6 years ago

Thank you for the revised formula, however, it still isn't working. Could it be because I want the table to show all of the names, so there isn't a filter on there in the first place anyways? I also forgot to show earlier, but I do want order number in the table too - could that be messing it up?

 

Here's the measure I created: I think it's the same as yours.

 

YTDProductBookings = CALCULATE(sum(BookingsTable[Product Bookings]),filter(ALLEXCEPT(BookingsTable,BookingsTable[Name]),BookingsTable[PO Date]<=max(BookingsTable[PO Date])))