Cumulative Total per Account

[AliceW]

Hello everyone,

I know, yet another post on Cumulative Total, but for the life of me I can't figure out how to make it work using the existing posts.

Sooo, I have two tables:

• Accounts (one line per Account)
• Opps (1 Account can have 0, 1, or more Opps)

I have this measure:

Amount = calculate(sum('Opps'[Amount]))

I then created

% of total =

divide(

[Amount],

calculate(

[Amount],

ALLSELECTED('Accounts')

)

)

What I can't get is the Cumulative Amount... Like this:

Account	Amount	% of Total	Cumulative Amount
Apples	1000	45%	1000
Pears	700	32%	1700
Oranges	500	23%	2200
TOTAL	2200	100%

Can anyone help, please?

Thank you,

Alice

[AliceW]

Thank you, Henryk!!

[v-henryk-mstf · Accepted solution]

Hi @AliceW ,

You can use the CUMULATIVE_SUM function to calculate the cumulative sum of a measure. Here is an example of how you can use it:

Cumulative Amount =
CALCULATE (
    SUM ( 'Opps'[Amount] ),
    FILTER (
        ALL ( 'Accounts' ),
        'Accounts'[Account] <= MAX ( 'Accounts'[Account] )
    )
)

This measure will calculate the cumulative sum of the Amount column from the Opps table for each row in the Accounts table, based on the Account column.

You can then use this measure in a pivot table or matrix visualization to display the cumulative amount for each account, like this:

If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.

Best Regards,
Henry

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.