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Torbuzz
Frequent Visitor

Accumulative function and sum not working

Hi All,

Below is my data sample

Torbuzz_0-1709174228730.png

I want to have result like this 

Torbuzz_3-1709174570763.png

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

Hi @Torbuzz ,

 

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

vrzhoumsft_0-1709285168687.png

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 =
    ADDCOLUMNS (
        _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.

vrzhoumsft_1-1709285211269.png

 

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.

 

View solution in original post

3 REPLIES 3
Torbuzz
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
Torbuzz_0-1709193046415.png

What should I do? 

 

Hi @Torbuzz ,

 

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

vrzhoumsft_0-1709285168687.png

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 =
    ADDCOLUMNS (
        _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.

vrzhoumsft_1-1709285211269.png

 

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.

 

Hi @v-rzhou-msft ,

Perfect, many thanks. 

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