Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Cumulative Inventory Sum Measure

Hi all, I have looked high and low on this forum, and can't find a solution for this.  I'm looking to create a cumulative sum by quantity of inventory quantities (the 'Quantity' field shown below) wh...
Need Help
  • v-lili6-msft's avatar
    v-lili6-msft
    5 years ago

    hi  Anonymous 

    You are missing ALL in your formula, just adjust it as below:

    Cumm Sum =
CALCULATE (
    SUM ( Stock[Quantity] ),
    FILTER (
        ALL ( TableFiscalCalendar ),
        TableFiscalCalendar[GregorianDate] <= MAX ( TableFiscalCalendar[GregorianDate] )
    )
)

     

    Regards,

    Lin

amitchandak's avatar
amitchandak
Super User
5 years ago

Anonymous , Create a date table and join it with your table and try a measure like

 

Cumm Sales = CALCULATE(SUM(Table[Quantity]),filter(date,date[date] <=maxx(date,date[date])))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi amitchandak , thanks for the response, however this measure not work.  I have the date table (TableFiscalCalendar) marked as a date table and there is a relationship between Table and TableFiscalCalendar using Table[Date] and TableFiscalCalendar[GregorianDate] fields.  

     

    Cumm Sum = CALCULATE(SUM(Stock[Quantity]),filter(TableFiscalCalendar,TableFiscalCalendar[GregorianDate] <=maxx(TableFiscalCalendar,TableFiscalCalendar[GregorianDate])))
     
    Should this be adjusted?
    • v-lili6-msft's avatar
      v-lili6-msft
      Community Support
      5 years ago

      hi  Anonymous 

      You are missing ALL in your formula, just adjust it as below:

      Cumm Sum =
CALCULATE (
    SUM ( Stock[Quantity] ),
    FILTER (
        ALL ( TableFiscalCalendar ),
        TableFiscalCalendar[GregorianDate] <= MAX ( TableFiscalCalendar[GregorianDate] )
    )
)

       

      Regards,

      Lin