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Raviteja495
Frequent Visitor

Running total for transaction amount

I am calculating running total for the transaction amount based on person id matches.I am getting the results but if mutliple transactions having in single date means it is showing the results by calculating all that day transactions.can you please help me here

IMG_2066.png

IMG_2065.jpeg

1 REPLY 1
Jihwan_Kim
Super User
Super User

Hi,

I am not sure how your semantic model looks like, but I tried to create a sample pbix file like below.

Please check the below picture and the attached pbix file.

I hope the below can provide some ideas on how to create a solution for your semantic model.

Jihwan_Kim_1-1700313022379.png

 

Jihwan_Kim_0-1700313008544.png

 

 

transaction amount: = 
SUM( 'Transaction'[Amount] )

 

WINDOW function (DAX) - DAX | Microsoft Learn

 

Transaction cumulate: = 
CALCULATE (
    SUM ( 'Transaction'[Amount] ),
    WINDOW (
        1,
        ABS,
        0,
        REL,
        SUMMARIZE (
            ALL ( 'Transaction' ),
            'ID'[ID],
            'Calendar'[Date],
            'Transaction'[Transaction Number]
        ),
        ORDERBY ( 'Calendar'[Date], ASC, 'Transaction'[Transaction Number], ASC ),
        ,
        PARTITIONBY ( 'ID'[ID] )
    )
)

 


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