Forum Discussion

haymanezzeldin's avatar
haymanezzeldin
Helper I
9 years ago
Solved

Cumulative column after name filter

Hello, I would like to create a column that calculates cumulative values after filtering the ProjectName column.       So for example, if I filter the ProjectName column and choose PRO_01_On...
Need Help
  • haymanezzeldin's avatar
    haymanezzeldin
    9 years ago

    I found how it should be:

    Since the filter is based on a Text value (not date nor numerical), then filter using the "Values" function

    So it should be:

     

    =CALCULATE(SUM('Table1'[NonCumulativeValues] ), FILTER ( ALL ( 'Table1' ), [StartPeriod] <= MAX ( [StartPeriod] )), VALUES ( 'Table1'[ProjectName] ) ) ) 

     

    Best regards,

    Hayman

Phil_Seamark's avatar
Phil_Seamark
Microsoft Employee
9 years ago

Give this measure a crack.  I think it might be close

 

Measure =
CALCULATE (
    SUM ( 'Table1'[NonCumulativeValues] ),
    FILTER (
        ALL ( 'Table1' ),
        [StartPeriod] <= MAX ( [StartPeriod] )
            && Table1[ProjectName] = MAX ( 'Table1'[ProjectName] )
    )
)
haymanezzeldin's avatar
haymanezzeldin
Helper I
9 years ago

I get an error:

The function MAX takes an argument that evaluates to numbers or dates and cannot work with values of type String

 

I think this is coming from the last MAX function in the measure, since the "ProjectName" is a string.

 

Please advise,

Regards,

Hayman

  • haymanezzeldin's avatar
    haymanezzeldin
    Helper I
    9 years ago

    I found how it should be:

    Since the filter is based on a Text value (not date nor numerical), then filter using the "Values" function

    So it should be:

     

    =CALCULATE(SUM('Table1'[NonCumulativeValues] ), FILTER ( ALL ( 'Table1' ), [StartPeriod] <= MAX ( [StartPeriod] )), VALUES ( 'Table1'[ProjectName] ) ) ) 

     

    Best regards,

    Hayman