Forum Discussion

joc's avatar
joc
Helper I
9 years ago
Solved

Cumulative values

Hello everybody,

 

I need your help for a problem. I would like a CUMULATIVE_VALUE in my table. This value is cumulate in fonction of the WEEK and the MONTH.

It's easier to understand with tables :

 

I have this table :

 

And I would like this table with the new column :

 

Thank a lot for the help !

Joc

  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi joc,

     

    You can use year and month column to create a date column ,then use it as the index to calculate the rolling total.

     

    Sample:

    Date = DATEVALUE([Month]&" "&[Year])

     

     

    Cumulative values:

     

    Rolling Total = CALCULATE(SUM(Sheet4[Value]),FILTER(ALL(Sheet4),[Year]=EARLIER(Sheet4[Year])&&[Week]=EARLIER(Sheet4[Week])&&[Date]<=EARLIER(Sheet4[Date])))

     

     

    Regards,

    XIaoxin Sheng

  • joc's avatar
    joc
    9 years ago

    Anonymous  Perfect ! Thanks !

5 Replies

  • vanessafvg's avatar
    vanessafvg
    Community Champion

    joc to create a cummulative value you will either need an index in your table in the correct sequence or alternatively have a separate date table that links to your table

    • joc's avatar
      joc
      Helper I

      Thank you vanessafvg

       

      I add a new row "SORT" where JANUARY=1, FEBRUARY=2... but the résult is not good.

       

      CUMULATIVE_VALUE = 
      VAR sort = 'table'[SORT]
      RETURN
          CALCULATE (
              SUM ( 'table'[VALUE] );
              FILTER (
                  'table';
                  'table'[SORT] <= SORT
              )
          )

      I don't know how take into account the WEEK !

      Thank you for the help,

      Joc

      • vanessafvg's avatar
        vanessafvg
        Community Champion

         

        joc that doesn't sound right each row must have a unique index

         

         

         

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi joc,

     

    You can use year and month column to create a date column ,then use it as the index to calculate the rolling total.

     

    Sample:

    Date = DATEVALUE([Month]&" "&[Year])

     

     

    Cumulative values:

     

    Rolling Total = CALCULATE(SUM(Sheet4[Value]),FILTER(ALL(Sheet4),[Year]=EARLIER(Sheet4[Year])&&[Week]=EARLIER(Sheet4[Week])&&[Date]<=EARLIER(Sheet4[Date])))

     

     

    Regards,

    XIaoxin Sheng

    • joc's avatar
      joc
      Helper I

      Anonymous  Perfect ! Thanks !