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BishwaR
Helper V
Helper V

Cumulative sum

HI I am calculation the cumulative sum of the product sold with the sold date but getting some unwanted result for some dates with multiple sells.

 

Sold Date    Item     No Of Product sold             Running Total       Desired Result

8/10/21        A                           2                              2                           2

8/12/21        B                           1                              3                           3

8/14/21        A                           3                              6                           6

8/15/21        B                           1                                                       7

8/15/21        B                           1                                                       8

 

For the 8/15/21 it is adding the Product Sold (1+1) and adding in the Running Total.

 

Dax I am using is  CALCULATE ( [TOTAL QTY], FILTER(ALL(Sales Table),Sales_date <= MAX(Sales_date))

Note my sales_date is not continueous.

 

Thanks

 

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@BishwaR based on your data, it is not going to work, you need to break the ties between the dates. You can add index column in PQ and then instead of date use that column for cumulative sum.

 

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4 REPLIES 4
parry2k
Super User
Super User

@BishwaR you can add an index column:

 

parry2k_0-1629410065401.png

 

Follow us on LinkedIn

 

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Thanks a lot

parry2k
Super User
Super User

@BishwaR based on your data, it is not going to work, you need to break the ties between the dates. You can add index column in PQ and then instead of date use that column for cumulative sum.

 

Follow us on LinkedIn

 

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Could you please let me know how to generate a series in power query ?

is it list.generate something like that in the custom column ? I want a dynamic list

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