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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] )
)
)

View solution in original post

2 REPLIES 2
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] )
)
)

That worked perfectly, thank you!

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