Forum Discussion
Compounding Monthly Total in Graph
Hello,
I am trying to create a graph that shows a lagging 365 days of transactions by month, but with each month adding into the following month. IE: If the data shows "Month 1=5K, Month 2=4K, Month 3=6K" I would want it to show "Month 1=5K, Month 2=9K, Month 3=15K" etc. The issue I have is that my data is thousands of individaul transaction (with time stamps down to the minutes) and I would like to still be able to drill up and down if need be rather than locking it in with stagnant number. Below is an example of my data set. Currently at 33K lines. Would like this to be something I can refresh regualrly if possible.
| Transction | Transaction Complete Date | Month |
| $6,001.86 | 11/13/2018 4:56:00 PM | Nov-18 |
| $800.44 | 5/10/2019 4:41:00 AM | May-19 |
| $4,107.72 | 11/29/2018 1:00:00 PM | Nov-18 |
| $4,107.72 | 12/13/2018 5:05:00 PM | Dec-18 |
| $4,107.72 | 12/7/2018 11:54:00 PM | Dec-18 |
| $4,107.72 | 1/10/2019 2:34:00 PM | Jan-19 |
| $4,107.72 | 2/2/2019 3:20:00 AM | Feb-19 |
| $724.94 | 12/18/2018 8:59:00 AM | Dec-18 |
| $1,789.72 | 8/27/2018 2:23:00 AM | Aug-18 |
| $447.43 | 8/29/2018 4:19:00 AM | Aug-18 |
| $447.43 | 10/30/2018 3:12:00 PM | Oct-18 |
| $894.86 | 12/31/2018 3:22:00 PM | Dec-18 |
| $1,789.72 | 12/5/2018 10:22:00 AM | Dec-18 |
| $1,789.72 | 12/9/2018 10:00:00 AM | Dec-18 |
| $894.86 | 1/17/2019 10:05:00 AM | Jan-19 |
| $1,342.29 | 3/27/2019 6:26:00 PM | Mar-19 |
| $447.43 | 9/21/2018 11:51:00 AM | Sep-18 |
| $9,004.64 | 8/26/2018 5:14:00 AM | Aug-18 |
| $9,004.64 | 1/12/2019 8:34:00 PM | Jan-19 |
| $9,004.64 | 1/28/2019 11:36:00 AM | Jan-19 |
| $9,004.64 | 2/4/2019 10:49:00 AM | Feb-19 |
| $18,009.28 | 3/24/2019 5:10:00 PM | Mar-19 |
| $9,004.64 | 4/2/2019 11:30:00 AM | Apr-19 |
| $9,728.91 | 10/23/2018 6:12:00 AM | Oct-18 |
| $9,728.91 | 11/3/2018 4:39:00 AM | Nov-18 |
| $9,728.91 | 1/12/2019 8:34:00 PM | Jan-19 |
| $9,728.91 | 1/28/2019 11:36:00 AM | Jan-19 |
| $9,728.91 | 2/25/2019 6:19:00 PM | Feb-19 |
| $764.04 | 1/21/2019 4:23:00 PM | Jan-19 |
| $764.04 | 2/27/2019 4:58:00 PM | Feb-19 |
| $764.04 | 7/12/2018 7:28:00 PM | Jul-18 |
| $4,139.97 | 10/22/2018 5:54:00 PM | Oct-18 |
| $4,139.97 | 1/31/2019 12:41:00 PM | Jan-19 |
| $4,139.97 | 2/27/2019 7:41:00 AM | Feb-19 |
| $4,139.97 | 5/9/2019 6:58:00 PM | May-19 |
| $3,326.26 | 1/29/2019 12:58:00 AM | Jan-19 |
| $292.00 | 8/10/2018 5:07:00 AM | Aug-18 |
| $153.31 | 9/13/2018 9:48:00 AM | Sep-18 |
| $153.31 | 9/28/2018 9:58:00 AM | Sep-18 |
| $315.21 | 10/8/2018 3:15:00 PM | Oct-18 |
| $495.33 | 2/3/2019 7:34:00 PM | Feb-19 |
| $166.38 | 11/12/2018 10:36:00 AM | Nov-18 |
| $8,306.60 | 8/27/2018 12:35:00 PM | Aug-18 |
| $8,306.60 | 10/18/2018 10:39:00 PM | Oct-18 |
| $16,613.20 | 12/19/2018 4:23:00 PM | Dec-18 |
| $16,613.20 | 1/3/2019 5:44:00 PM | Jan-19 |
Any support would be greatly appreciated.
Thanks,
Turner
- Anonymous7 years ago
Solved, see below.
Cumulative Transactions = CALCULATE(SUM((Sheet1[Transaction])),FILTER(ALLSELECTED(Sheet1),Sheet1[Transaction Complete Date] <= MAX(Sheet1[Transaction Complete Date])))
2 Replies
- AnonymousNot applicable
Solved, see below.
Cumulative Transactions = CALCULATE(SUM((Sheet1[Transaction])),FILTER(ALLSELECTED(Sheet1),Sheet1[Transaction Complete Date] <= MAX(Sheet1[Transaction Complete Date])))
- v-juanli-msftCommunity Support
Hi
:smileyhappy:
Best Regards
Maggie