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merath01's avatar
merath01
Regular Visitor
6 years ago

Create a formula for cumulative total

Hello,

I am trying to create a measure (or column) that calculates the rolling cumulative sales in a linear format for a table or matrix.  I know the sales and create a formula for the Cumulative Sales, but have been unsuccessful in creating a formula for the Cumulative Linear column.  Any help would be appreciated.  Thanks!

 

 

 

12 Replies

    • merath01's avatar
      merath01
      Regular Visitor

      Here is the data in the correct format (hopefully).  As for the formula, I am taking the 13 week total divided by 13 to get the average weekly total.  Then week 1 is the average total, week 2 is the average weekly total * 2, week 3 is the average weekly total *3, and so on...

       

       

      sales

      Cumulative Sales

      Cumulative Linear

      wk 1

      5

      5

                              18.6

      wk 2

      15

      20

                            37.23

      wk 3

      25

      45

                            55.85

      wk 4

      6

      51

                            74.46

      wk 5

      22

      73

                            93.08

      wk 6

      30

      103

                          111.69

      wk 7

      21

      124

                          130.31

      wk 8

      5

      129

                          148.92

      wk 9

      16

      145

                          167.54

      wk 10

      23

      168

                          186.15

      wk 11

      19

      187

                          204.77

      wk 12

      20

      207

                          223.38

      wk 13

      35

      242

                          242.00

       

      242

        

       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi merath01,

        Can you please share a pbix file with some dummy data to test? It should help us to clarify your scenario and do test to coding formula on it. 

        In addition, if edhans's code not works.  I'd like to suggest you enter to query editor to extract the week number from your week field, then you can use the new filed as the index to do cumulative calculations.

        Cumulative sales =
        CALCULATE (
            SUM ( 'Table'[sales] ),
            FILTER ( ALLSELECTED ( 'Table' ), [index] <= MAX ( 'Table'[index] ) )
        )
        

        Regards,

        Xiaoxin Sheng

    • merath01's avatar
      merath01
      Regular Visitor

      Thanks Ashish, but I cannot open the enclosure.  We are working off an older version of Power BI.

      • edhans's avatar
        edhans
        Icon for Community Champion rankCommunity Champion

        merath01 any plans to share data that we can work with? My measure works with the data you provided me. I'd share my PBIX file but it is the same as Ashish_Mathur I'm sure, we are both on the latest versions of Power BI.