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jp2020
Helper I
Helper I

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
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@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] )
)
)

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View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@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] )
)
)

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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.

That worked perfectly, thank you!

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