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jp2020's avatar
jp2020
Helper I
5 years ago
Solved

Cumulative Running Total Issue with Legend

Hi all,

 

I have a cumulative column working using quick measure:

 

Cumulative Amount= CALCULATE (

SUM('Table'[Amount] ),
FILTER (ALLSELECTED('Table'),
'Table'[ORDER_DATE] <= MAX( 'Table'[ORDER_DATE] )
)
)

 

ORDER_DATEAmountCumulative Amount
JAN

10

10
FEB515
MAR520

 

However when I add another column (client type) the monthly totals are duplicating inthe cumulative column.

 

How do I get cumulative totals per the client type by month?

 

ORDER_DATECLIENT TYPEAmountCumulative Amount
JANA210
JANB510
JANC310
FEBA115
FEBB

3

15
FEBC115
MARA320
MARB120
MARC120

 

So I would like this:

ORDER_DATECLIENT TYPEAmountCumulative Amount
JANA22
JANB55
JANC33
FEBA13
FEBB

3

8
FEBC14
MARA36
MARB19
MARC15
  • jp2020 , Try if this can help

    Cumulative Amount= CALCULATE (
    SUM('Table'[Amount] ),
    FILTER (ALLSELECTED('Table'),'NT Transactions'[Client_Type] =max('NT Transactions'[Client_Type] ) &&
    'NT Transactions'[ORDER_DATE] <= MAX( 'NT Transactions'[ORDER_DATE] )
    )
    )

3 Replies

  • jp2020 , Try if this can help

    Cumulative Amount= CALCULATE (
    SUM('Table'[Amount] ),
    FILTER (ALLSELECTED('Table'),'NT Transactions'[Client_Type] =max('NT Transactions'[Client_Type] ) &&
    'NT Transactions'[ORDER_DATE] <= MAX( 'NT Transactions'[ORDER_DATE] )
    )
    )

    • Elvi_well's avatar
      Elvi_well
      Frequent Visitor

      Hi!
      I tried this and it works! Thanks! But I have met another problem. If client C does not have any order in MAR I would like that it shows me the number from the previous month (like 4+0=4), but client C does not appear at all. Is it some way to do it like this? All clients are showen every month with result to this month.