Saldo acumulado ::: running

[Paulo123]

olá

quero calcular o saldo acumulado, da seguinte tabela (V ACUMULADO):

V LIQUIDO	V ACUMULADO
-36 900 000 €	-36 900 000 €
-57 300 000 €	-94 200 000 €
-61 500 000 €	-155 700 000 €
18 900 000 €	-136 800 000 €
-57 000 000 €	-193 800 000 €
-15 900 000 €	-209 700 000 €
-23 700 000 €	-233 400 000 €
-45 900 000 €	-279 300 000 €
-47 400 000 €	-326 700 000 €
-11 400 000 €	-338 100 000 €
-48 300 000 €	-386 400 000 €
30 600 000 €	-355 800 000 €

V Liquido é uma medida que determinar o valor liquido, quero agora criar outra medida para acumular o V Liquido todos os meses.. 

[v-zhangti · Accepted solution]

Hi, @Paulo123 

I simulated some of the data hoping to restore your problem.

Measure:

V LIQUIDO = CALCULATE(SUM('Table'[Sales]))

V ACUMULADO = 
CALCULATE (
    SUMX ( VALUES ( 'Table'[Date] ), [V LIQUIDO] ),
    FILTER ( ALLSELECTED ( 'Table' ), [Date] <= MAX ( 'Table'[Date] ) ))

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Paulo123 · Accepted solution]

hi,

how do I limit the sum period, for example accumulate only 3 previous periods

[v-zhangti]

Hi, @Paulo123 

Measure:

Measure = 
Var N1=SUMMARIZE(filter(ALL('Table'),[Date]<=MAX('Table'[Date])),[Date],"Sum",SUM('Table'[Sales]))
Var N2=TOPN(3,N1,[Date],DESC)
Return
SUMX(N2,[Sum])

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-zhangti · Accepted solution]

Hi, @Paulo123 

I simulated some of the data hoping to restore your problem.

Measure:

V LIQUIDO = CALCULATE(SUM('Table'[Sales]))

V ACUMULADO = 
CALCULATE (
    SUMX ( VALUES ( 'Table'[Date] ), [V LIQUIDO] ),
    FILTER ( ALLSELECTED ( 'Table' ), [Date] <= MAX ( 'Table'[Date] ) ))

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Paulo123]

olá,

tentei aplicar os dois modelos, mas deparei com o mesmo problema em ambos os casos, diz que este parametro não é correto:

CALCULATE(SUM([V LIQUIDO].

O V LIQUIDO já é uma medida.

[ValtteriN]

olá,

você precisa de referência de tabela:

[V Liquido YTD]=CALCULATE(SUM('Tabela'[V Liquido]),DATESYTD('calendário'[Date]))

[acumular o V Liquido] = var _date =MAX('calendário'[Date]) return
CALCULATE(SUM('Tabela'[V Liquido]),ALL(calendário),calendário'[Date]<=_date)

[ValtteriN]

Olá,

por YTD:

[V Liquido YTD]=CALCULATE(SUM('Table'[V Liquido]),DATESYTD('Calendar'[Date]))

por acumular:
[acumular o V Liquido] = var _date =MAX('Calendar'[Date]) return
CALCULATE(SUM('Table'[V Liquido]),ALL(Calendar),Calendar'[Date]<=_date)

[goncalogeraldes]

Hello @Paulo123, you can try the following and check if it works for you:

Cumulative Measure =
VAR _min =
    MIN ( DimDate[Datekey] )
VAR _max =
    CALCULATE ( MAX ( Sales[DateKey] ), ALL ( Sales ) )
VAR _sales =
    CALCULATE (
        SUM(Sales[Amount]),
        FILTER (
            ALL ( DimDate[Datekey] ),
            DimDate[Datekey] <= MAX ( ( DimDate[Datekey] ) )
        )
    )
RETURN
    IF ( _min <= _max, _sales, 0 )

Hope this answer solves your problem!
If you need any additional help please @ me in your reply.
If my reply provided you with a solution, please consider marking it as a solution ✔️ or giving it a kudoe 👍
Thanks!

You can also check out my LinkedIn!

Best regards,
Gonçalo Geraldes