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I'm stuck with something that seems simple but has taken me to much time already. Hopefully someone can help me with this.
I have a transaction table and a table that contains project information over time. On the report I need the runningsum value of the transacties calculated against a percentage wich is applicable on the project and all based on the slicer selected month value.
A simple representation of the case is:
Transactions table: | ||
Project | Date | Number |
A | 31/12/2019 | 100 |
A | 21/01/2020 | -10 |
A | 01/02/2020 | -10 |
Projectinfo table: | ||
Project | Date | Percentage |
A | 31/12/2019 | 10% |
A | 31/01/2019 | 50% |
A | 28/02/2019 | 100% |
Required Result | (running sum value * applicable percentage at time of slicer) |
Slicer = December 2019 | =100*10% = 10 |
Slicer = Januari 2020 | =90*50% = 45 |
Slicer = Februari 2020 | =80*100% = 80 |
Can anyone please help me with my problem? Many thanks in advance.
Hi @SnoekL
Please see the link to the article below that explains how to calculate Cumulative Total
https://www.daxpatterns.com/cumulative-total/
You will need to add Date Dimension and Project Dimension and create relationships with both tables.
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