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Frequent Visitor

Accumulative function and sum not working

Hi All,

Below is my data sample

I want to have result like this

I use this formula that the accumulation didn't work

SisaStok =
Var TotInItem = SUM('Item'[In])
Var TotOutItem = SUM('Item'[Out])
Var TotAll = TotInItem - TotOutItem
Var Result = CALCULATE(IF(TotAll<0,0,TotAll),FILTER(ALLSELECTED(Kalender),Kalender[Date]<=MAX(Kalender[Date])))
RETURN
Result

Any support on this, highly appriciated.

1 ACCEPTED SOLUTION
Community Support

Hi @Torbuzz ,

If you want to get result as your question, I think you need to sort your table by [Date] and [Name].

Measure:

GrandTotal = CALCULATE(SUM('Table'[In]) - SUM('Table'[Out]))
SisaStok =
VAR _Step1 =
SUMMARIZE (
ALLSELECTED ( 'Table' ),
'Table'[Index],
Kalender[Year],
Kalender[MonthSort],
'Table'[Name],
"GrandTotal", [GrandTotal],
"Group",
MAXX (
FILTER (
ALLSELECTED ( 'Table' ),
[GrandTotal] < 0
&& 'Table'[Index] < EARLIER ( 'Table'[Index] )
),
'Table'[Index]
)
)
VAR _Step2 =
_Step1,
"RunningTotal",
IF (
[GrandTotal] < 0,
0,
SUMX (
FILTER (
_Step1,
[Group] = EARLIER ( [Group] )
&& 'Table'[Index] <= EARLIER ( 'Table'[Index] )
),
[GrandTotal]
)
)
)
RETURN
SUMX ( FILTER ( _Step2, [Index] IN VALUES ( 'Table'[Index] ) ), [RunningTotal] )

Result is as below.

Best Regards,
Rico Zhou

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

3 REPLIES 3
Frequent Visitor

Now I change the formula to be like this :

SisaStok =
Var Result = CALCULATE([GrandTotal],FILTER(ALLSELECTED(Kalender),Kalender[Date]<=MAX(Kalender[Date])))
RETURN
IF(Result<0,0,Result)

The result of the February speaker item is not 20 and the sum value should be 200

What should I do?

Community Support

Hi @Torbuzz ,

If you want to get result as your question, I think you need to sort your table by [Date] and [Name].

Measure:

GrandTotal = CALCULATE(SUM('Table'[In]) - SUM('Table'[Out]))
SisaStok =
VAR _Step1 =
SUMMARIZE (
ALLSELECTED ( 'Table' ),
'Table'[Index],
Kalender[Year],
Kalender[MonthSort],
'Table'[Name],
"GrandTotal", [GrandTotal],
"Group",
MAXX (
FILTER (
ALLSELECTED ( 'Table' ),
[GrandTotal] < 0
&& 'Table'[Index] < EARLIER ( 'Table'[Index] )
),
'Table'[Index]
)
)
VAR _Step2 =
_Step1,
"RunningTotal",
IF (
[GrandTotal] < 0,
0,
SUMX (
FILTER (
_Step1,
[Group] = EARLIER ( [Group] )
&& 'Table'[Index] <= EARLIER ( 'Table'[Index] )
),
[GrandTotal]
)
)
)
RETURN
SUMX ( FILTER ( _Step2, [Index] IN VALUES ( 'Table'[Index] ) ), [RunningTotal] )

Result is as below.

Best Regards,
Rico Zhou

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

Frequent Visitor

Hi @v-rzhou-msft ,

Perfect, many thanks.

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