Forum Discussion
Cumulative Column Summation
Big_Trucks -
Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.That said, you might try this:
***Quarterly SUM Expected Cumulative = VAR __Dates = FILTER(ALL('Date Table'),'Date Table'[Year QTR] <= MAX('Date Table'[Year QTR])) SUMX ( SUMMARIZE ( FILTER('Table1',[Date] IN __Dates), 'Table1'[** Budget Utilization] ), [** Quarterly Budget] )
Big_Trucks -
Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.
That said, you might try this:
***Quarterly SUM Expected Cumulative =
VAR __Dates = FILTER(ALL('Date Table'),'Date Table'[Year QTR] <= MAX('Date Table'[Year QTR]))
SUMX (
SUMMARIZE (
FILTER('Table1',[Date] IN __Dates),
'Table1'[** Budget Utilization]
),
[** Quarterly Budget]
)
This ended up working out with slight modification to my referances. One thing to note for others the 'Return' was not in the formula and needed to be added. Thanks for the help.