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Hi , I am looking for help to calculate calculate running/rolling sum sales for Previous years Contract Amt.
Year | Month | CustomerGroup| Customer | Contract | Contract Amt | Previous years Contract Amt
2020 11 1 Smith S12345 $100 0
2021 12 1 Smith S12345 $200 $100
2022 1 1 Smith S12345 $90 $300
2022 1 1 Smith S12345 $120 $300
2023 ...
I tried this, but this returns Contract Amt for ALL Customers
Previous years Contract Amt = CALCULATE (
SUM ( Table[Contract Amt] ),
ALL(Table) ,Table[Year] < EARLIER( Table[Year]
))
Thank you in advance
Solved! Go to Solution.
Hi,
I am not sure if I understood your question correctly, but I tried to create a sample pbix file like below.
Please check the below picture and the attached pbix file.
It is for creating a new column.
I hope the below can provide some ideas on how to create a solution for your datamodel.
Prev Year Contract Amount CC =
SUMX (
WINDOW (
1,
ABS,
-1,
REL,
GROUPBY (
Data,
Data[Year],
Data[Customer],
"@amountsum", SUMX ( CURRENTGROUP (), Data[Contract Amount] )
),
ORDERBY ( Data[Year] ),
,
PARTITIONBY ( Data[Customer] )
),
[@amountsum]
)
Hi,
I am not sure if I understood your question correctly, but I tried to create a sample pbix file like below.
Please check the below picture and the attached pbix file.
It is for creating a new column.
I hope the below can provide some ideas on how to create a solution for your datamodel.
Prev Year Contract Amount CC =
SUMX (
WINDOW (
1,
ABS,
-1,
REL,
GROUPBY (
Data,
Data[Year],
Data[Customer],
"@amountsum", SUMX ( CURRENTGROUP (), Data[Contract Amount] )
),
ORDERBY ( Data[Year] ),
,
PARTITIONBY ( Data[Customer] )
),
[@amountsum]
)
Thank you @JihwanKim , this is very helpful, I was looking for exactly this - dax window function.
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