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TYL001
Frequent Visitor

DAX to calculate total using prior calculated total based on category

Hi - 

I have below data in Table View and need a Dax formula to compute a column with the total based on prior week's computed number (prior total * factor) for each category:

 

CategoryDatefactorTotalcalculation
A01/01/24                  -  100 
A01/08/24      1.01682101.68(100*1.01682)
A01/15/24      1.01734103.45(101.68*1.01734)
A01/22/24      1.01939105.45(103.45*1.01939)
A01/29/24      1.01854107.41(105.45*1.01854)
B01/01/24      1.0179250 
B01/08/24      1.0161250.81 
B01/15/24      1.0133251.48 
B01/22/24      1.0113452.07 
B01/29/24      1.0116652.67 
2 ACCEPTED SOLUTIONS
xifeng_L
Solution Sage
Solution Sage

Hi @TYL001 ,

 

You can try below column expression.

 

xifeng_L_0-1715962343177.png

 

Column = 
VAR TempTable = FILTER('Table','Table'[Category]=EARLIER('Table'[Category]) && 'Table'[Date]<=EARLIER('Table'[Date]))
VAR FirstVal = MAXX(TOPN(1,TempTable,'Table'[Date],1),'Table'[Total])
RETURN
PRODUCTX(
    TempTable,
    VAR MinDateOfCat = MINX(TempTable,'Table'[Date])
    RETURN
    IF('Table'[Date]=MinDateOfCat,1,'Table'[factor])
)*FirstVal

 

 

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

 

Thank you~

 

 

View solution in original post

TYL001
Frequent Visitor

Answered!

Column = 
VAR TempTable = FILTER('Table','Table'[Category]=EARLIER('Table'[Category]) && 'Table'[Date]<=EARLIER('Table'[Date]))
VAR FirstVal = MAXX(TOPN(1,TempTable,'Table'[Date],1),'Table'[Total])
RETURN
PRODUCTX(
    TempTable,
    VAR MinDateOfCat = MINX(TempTable,'Table'[Date])
    RETURN
    IF('Table'[Date]=MinDateOfCat,1,'Table'[factor])
)*FirstVal

View solution in original post

5 REPLIES 5
TYL001
Frequent Visitor

Answered!

Column = 
VAR TempTable = FILTER('Table','Table'[Category]=EARLIER('Table'[Category]) && 'Table'[Date]<=EARLIER('Table'[Date]))
VAR FirstVal = MAXX(TOPN(1,TempTable,'Table'[Date],1),'Table'[Total])
RETURN
PRODUCTX(
    TempTable,
    VAR MinDateOfCat = MINX(TempTable,'Table'[Date])
    RETURN
    IF('Table'[Date]=MinDateOfCat,1,'Table'[factor])
)*FirstVal
xifeng_L
Solution Sage
Solution Sage

Hi @TYL001 ,

 

You can try below column expression.

 

xifeng_L_0-1715962343177.png

 

Column = 
VAR TempTable = FILTER('Table','Table'[Category]=EARLIER('Table'[Category]) && 'Table'[Date]<=EARLIER('Table'[Date]))
VAR FirstVal = MAXX(TOPN(1,TempTable,'Table'[Date],1),'Table'[Total])
RETURN
PRODUCTX(
    TempTable,
    VAR MinDateOfCat = MINX(TempTable,'Table'[Date])
    RETURN
    IF('Table'[Date]=MinDateOfCat,1,'Table'[factor])
)*FirstVal

 

 

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

 

Thank you~

 

 

@xifeng_L You. are. AMAZING. Thank you, Thank you!! 🍪

Greg_Deckler
Super User
Super User

@TYL001 I will see if I can give this a try but this looks very much like recursion and DAX hates recursion. It *might* be possible with PREVIOUS and visual calculations.

 


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DAX is easy, CALCULATE makes DAX hard...

@Greg_Deckler Thanks for taking a stab at this.  I was trying to mimic the solution to another post I found (but it had no category), but the code didn't work out (returning NaN). Below is what I tried:

 

CALCULATION = 
VAR _MINVALUE = 
DATA[Total]
    *CALCULATE(
        SUM(DATA[factor]),
        FILTER(DATA,DATA[Date]=MIN('DATA'[Date]])&&DATA[Category]=DATA[Category])
    )
        RETURN
        IF(
            DATA[Date]=MIN('DATA'[Date]])&&DATA[Category]=DATA[Category],
            _MINVALUE,
            CALCULATE(
                PRODUCT(DATA[factor]),
                FILTER(DATA,DATA[Date]<=EARLIER(DATA[Date])&&DATA[Category]=DATA[Category])
        )*DATA[factor]
        )

 

 

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