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SnoekL
Helper II
Helper II

Help needed with dax measure to calculate runningsum value against a time based value

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: 
ProjectDateNumber
A31/12/2019100
A21/01/2020-10
A01/02/2020-10

 

Projectinfo table: 
ProjectDatePercentage
A31/12/201910%
A31/01/201950%
A28/02/2019100%

 

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.

1 REPLY 1
Mariusz
Community Champion
Community Champion

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.

 

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.
LinkedIn

 

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