Cumulative with filter specific source

[Talal141218]

Hi Community,

I need your support here please , I created a cumulative measure as below : CALCULATE(SUM(Fact_LiquidityForecast[OverdraftAmountActual_CCY]), FILTER(ALLSELECTED(Fact_LiquidityForecast), Fact_LiquidityForecast[DueDate_NK] <= MAXA(Fact_LiquidityForecast[DueDate_NK]))).

And I want to cumulate just the Kontokorrentlinie (overdraft) values, you will find the schedual below may help : 

Thanks a lot in Advance

[v-tangjie-msft]

Hi @Talal141218 ,

You can update your measure as follows:

Measure=
CALCULATE(
    SUM(Fact_LiquidityForecast[OverdraftAmountActual_CCY]),
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[DueDate_NK] <= MAXA(Fact_LiquidityForecast[DueDate_NK]) &&
        Fact_LiquidityForecast[AccountType] = "Kontokorrentlinie"
    )
)

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

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

[Talal141218]

Hi @v-tangjie-msft ,

Firstfull Thanks for your support, I traid this measure and i did't get the result, as i wish. Otherwise I updated the measure as below, but i did't get the sum of the total period and the sum for end of month:

CALCULATE([CM_Fact_LiquidityForecast_OverdraftAmountActual_CCY] , filter(allselected(Fact_LiquidityForecast), Fact_LiquidityForecast[Source_NK] = max(Fact_LiquidityForecast[Source_NK]) && Fact_LiquidityForecast[Source_NK] <= max( Fact_LiquidityForecast[Source_NK])), FILTER(ALLSELECTED(Fact_LiquidityForecast), Fact_LiquidityForecast[DueDate_NK] <= MAX(Fact_LiquidityForecast[DueDate_NK]))).

If you have any suggestions i will be thankfull 

[v-tangjie-msft · Accepted solution]

Hi @Talal141218 ,

You can try:

TotalPeriodMeasure = CALCULATE(
    [CM_Fact_LiquidityForecast_OverdraftAmountActual_CCY],
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[Source_NK] <= MAX(Fact_LiquidityForecast[Source_NK])
    ),
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[DueDate_NK] <= MAX(Fact_LiquidityForecast[DueDate_NK])
    )
)

EndOfMonthMeasure = CALCULATE(
    [CM_Fact_LiquidityForecast_OverdraftAmountActual_CCY],
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[Source_NK] <= MAX(Fact_LiquidityForecast[Source_NK]) &&
        Fact_LiquidityForecast[DueDate_NK] = EOMONTH(Fact_LiquidityForecast[DueDate_NK], 0)
    ),
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[DueDate_NK] <= MAX(Fact_LiquidityForecast[DueDate_NK])
    )
)

If you mean that TOTAL is not displayed correctly, then you can create a new measure to place on the visual object to see if the total is correct.

New Measure= SUMX(VALUES('TABLE'[ColumnName]),[Measure])

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

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

[v-tangjie-msft]

Hi @Talal141218 ,

You can try:

TotalPeriodMeasure = CALCULATE(
    [CM_Fact_LiquidityForecast_OverdraftAmountActual_CCY],
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[Source_NK] <= MAX(Fact_LiquidityForecast[Source_NK])
    ),
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[DueDate_NK] <= MAX(Fact_LiquidityForecast[DueDate_NK])
    )
)

EndOfMonthMeasure = CALCULATE(
    [CM_Fact_LiquidityForecast_OverdraftAmountActual_CCY],
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[Source_NK] <= MAX(Fact_LiquidityForecast[Source_NK]) &&
        Fact_LiquidityForecast[DueDate_NK] = EOMONTH(Fact_LiquidityForecast[DueDate_NK], 0)
    ),
    FILTER(
        ALLSELECTED(Fact_LiquidityForecast),
        Fact_LiquidityForecast[DueDate_NK] <= MAX(Fact_LiquidityForecast[DueDate_NK])
    )
)

If you mean that TOTAL is not displayed correctly, then you can create a new measure to place on the visual object to see if the total is correct.

New Measure= SUMX(VALUES('TABLE'[ColumnName]),[Measure])

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

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