Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
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!

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors