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Hello,
I have data which looks something like this:
Date | Type | Project | Money Source | Amount |
1/1/2025 | In | ProjA | Source1 | 10 |
2/1/2025 | In | ProjA | Source1 | 50 |
3/1/2025 | In | ProjA | Source1 | 15 |
4/1/2025 | In | ProjA | Source1 | 5 |
1/1/2025 | In | ProjA | Source2 | 60 |
2/1/2025 | In | ProjA | Source2 | 21 |
3/1/2025 | In | ProjA | Source2 | 50 |
4/1/2025 | In | ProjA | Source2 | 44 |
1/1/2025 | In | ProjB | Source1 | 66 |
2/1/2025 | In | ProjB | Source1 | 42 |
3/1/2025 | In | ProjB | Source1 | 35 |
4/1/2025 | In | ProjB | Source1 | 82 |
1/1/2025 | In | ProjB | Source2 | 44 |
2/1/2025 | In | ProjB | Source2 | 58 |
3/1/2025 | In | ProjB | Source2 | 55 |
4/1/2025 | In | ProjB | Source2 | 21 |
1/1/2025 | Out | ProjA | Source1 | 10 |
2/1/2025 | Out | ProjA | Source1 | 50 |
3/1/2025 | Out | ProjA | Source1 | 15 |
4/1/2025 | Out | ProjA | Source1 | 5 |
1/1/2025 | Out | ProjA | Source2 | 60 |
2/1/2025 | Out | ProjA | Source2 | 21 |
3/1/2025 | Out | ProjA | Source2 | 50 |
4/1/2025 | Out | ProjA | Source2 | 44 |
1/1/2025 | Out | ProjB | Source1 | 66 |
2/1/2025 | Out | ProjB | Source1 | 42 |
3/1/2025 | Out | ProjB | Source1 | 35 |
4/1/2025 | Out | ProjB | Source1 | 82 |
1/1/2025 | Out | ProjB | Source2 | 44 |
2/1/2025 | Out | ProjB | Source2 | 58 |
3/1/2025 | Out | ProjB | Source2 | 55 |
4/1/2025 | Out | ProjB | Source2 | 21 |
You could arrange that data in a matrix that looks like this:
1/1/2025 | 2/1/2025 | 3/1/2025 | 4/1/2025 | |
In | ||||
ProjA | ||||
Source1 | ||||
Amount | 10 | 50 | 15 | 5 |
Source2 | ||||
Amount | 60 | 21 | 50 | 44 |
ProjB | ||||
Source1 | ||||
Amount | 66 | 42 | 35 | 82 |
Source2 | ||||
Amount | 44 | 58 | 55 | 21 |
Out | ||||
ProjA | ||||
Source1 | ||||
Amount | 10 | 50 | 15 | 5 |
Source2 | ||||
Amount | 60 | 21 | 50 | 44 |
ProjB | ||||
Source1 | ||||
Amount | 66 | 42 | 35 | 82 |
Source2 | ||||
Amount | 44 | 58 | 55 | 21 |
What I'm trying to do is also include rows for the cumulative amount per month, and then what % of the total the cumulative is at.. working it's way toward 100%. It's a spend plan.
So, looking at just the In & ProjA & Source1 info, the part in red is what I'm having trouble calculating as a function of all In/Out, ProjA/ProjB, and Source1/Source2. How do I sum across date but not across the other variables??
1/1/2025 | 2/1/2025 | 3/1/2025 | 4/1/2025 | |
In | ||||
ProjA | ||||
Source1 | ||||
Amount | 10 | 50 | 15 | 5 |
Cumulative Amount | 10 | 60 | 75 | 80 |
Total of In/ProjA/Source1 NOT changing in time | 80 | 80 | 80 | 80 |
cumulative's % of total | 13% | 75% | 94% | 100% |
Solved! Go to Solution.
You cannot measure a measure. Either materialize it or implement the entire logic in a new measure.
Hi @kmr5859
I wanted to follow up since I haven't heard from you in a while. Have you had a chance to try the suggested solutions?
If your issue is resolved, please consider marking the post as solved. However, if you're still facing challenges, feel free to share the details, and we'll be happy to assist you further.
Looking forward to your response!
Best Regards,
Community Support Team _ C Srikanth.
HI @kmr5859
We haven't heard from you since last response and just wanted to check whether the solution provided has worked for you. If yes, please Accept as Solution to help others benefit in the community.
Thank you.
If the above information is helpful, please give us Kudos and mark the response as Accepted as solution.
Best Regards,
Community Support Team _ C Srikanth.
Hi @kmr5859
As highlighted by @lbendlin , the proposed approach appears to effectively address your requirements. Could you please confirm if your issue has been resolved?
If you are still facing any challenges, kindly provide further details, and we will be happy to assist you.
If the above information helps you, please give us a Kudos and marked the Accept as a solution.
Best Regards,
Community Support Team _ C Srikanth.
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