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marcio_fornari
Resolver I
Resolver I

Add new row with accumulate in Matrix

Hi, 

It's possible add a new a row in Matrix with the Month Accumulate? 
I have the total and i would like a new row with the accumulate. 

Like this example:

 

acc.png

My Example file:

Example.pbix 

 

Thank you.

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @marcio_fornari ,

I updated your sample pbix file(see attachment), please check whether that is what you want.

1. Create a calculated table with below formula

Table = UNION(VALUES('Sales'[Product]),ROW("Product","XMonth Accumulate"))

yingyinr_0-1635834819166.png

2. Create two measures as below to get the sum of sales

Measure = 
VAR _selmonthname =
    SELECTEDVALUE ( 'Date'[MontName] )
VAR _selmonthnum =
    CALCULATE (
        MAX ( 'Date'[MontNumber] ),
        FILTER ( 'Date', 'Date'[MontName] = _selmonthname )
    )
RETURN
    SWITCH (
        SELECTEDVALUE ( 'Table'[Product] ),
        "XMonth Accumulate",
            SUMX (
                FILTER (
                    ALLSELECTED ( 'Sales' ),
                    MONTH ( 'Sales'[Date] ) <= VALUE ( _selmonthnum )
                ),
                [Sales (Selected Month)]
            ),
        SUMX (
            FILTER ( 'Sales', 'Sales'[Product] = SELECTEDVALUE ( 'Table'[Product] ) ),
            [Sales (Selected Month)]
        )
    )
Month Accumulate = 
IF (
    ISINSCOPE ( 'Table'[Product] ),
    SUMX ( VALUES ( 'Table'[Product] ), [Measure] ),
    [Sales (Selected Month)]
)

3. Create a matrix visual (Rows: field Product of Table   Column: field MonthName in Date table  Values: [Month Accumulate] )

yingyinr_1-1635834972152.png

Best Regards

Community Support Team _ Rena
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

4 REPLIES 4
v-yiruan-msft
Community Support
Community Support

Hi @marcio_fornari ,

I updated your sample pbix file(see attachment), please check whether that is what you want.

1. Create a calculated table with below formula

Table = UNION(VALUES('Sales'[Product]),ROW("Product","XMonth Accumulate"))

yingyinr_0-1635834819166.png

2. Create two measures as below to get the sum of sales

Measure = 
VAR _selmonthname =
    SELECTEDVALUE ( 'Date'[MontName] )
VAR _selmonthnum =
    CALCULATE (
        MAX ( 'Date'[MontNumber] ),
        FILTER ( 'Date', 'Date'[MontName] = _selmonthname )
    )
RETURN
    SWITCH (
        SELECTEDVALUE ( 'Table'[Product] ),
        "XMonth Accumulate",
            SUMX (
                FILTER (
                    ALLSELECTED ( 'Sales' ),
                    MONTH ( 'Sales'[Date] ) <= VALUE ( _selmonthnum )
                ),
                [Sales (Selected Month)]
            ),
        SUMX (
            FILTER ( 'Sales', 'Sales'[Product] = SELECTEDVALUE ( 'Table'[Product] ) ),
            [Sales (Selected Month)]
        )
    )
Month Accumulate = 
IF (
    ISINSCOPE ( 'Table'[Product] ),
    SUMX ( VALUES ( 'Table'[Product] ), [Measure] ),
    [Sales (Selected Month)]
)

3. Create a matrix visual (Rows: field Product of Table   Column: field MonthName in Date table  Values: [Month Accumulate] )

yingyinr_1-1635834972152.png

Best Regards

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

Hi, it's work like a charm! 
Thank so much! 

 

CNENFRNL
Community Champion
Community Champion

Simple enough, but first rectify the date table,

 

Date = CALENDAR("1/1/2016", "12/31/2018")

 

Screenshot 2021-10-29 061622.png


Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension!

DAX is simple, but NOT EASY!

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