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svishwanathan's avatar
svishwanathan
Helper III
8 years ago
Solved

Difference on running total

I have a dataset that is not normalized. One of the columns contains running total of sales. Based on this column, I want a Sales column that gives sales for each month. This column will help me to do calculations like ytd, qtd and mtd

 

Job             YYYYMM                Running Total    Sales (Desired Col)

A                   201803                      450                                 150         

B                    201803                     300                                  250                        

A                    201712                      300                                  50

A                    201710                      250                                   250

B                     201802                      50                                     50                           

  • Hi svishwanathan,

     

    Please try this formula:

    Sales =
    'Job Sales'[Running Total]
        - LOOKUPVALUE (
            'Job Sales'[Running Total],
            'Job Sales'[Job], 'Job Sales'[Job],
            'Job Sales'[YYYYMM], CALCULATE (
                MAX ( 'Job Sales'[YYYYMM] ),
                FILTER (
                    ALLEXCEPT ( 'Job Sales', 'Job Sales'[Job] ),
                    'Job Sales'[YYYYMM] < EARLIER ( 'Job Sales'[YYYYMM] )
                )
            )
        )

     

    Best regards,

    Yuliana Gu

1 Reply

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Microsoft Employee

    Hi svishwanathan,

     

    Please try this formula:

    Sales =
    'Job Sales'[Running Total]
        - LOOKUPVALUE (
            'Job Sales'[Running Total],
            'Job Sales'[Job], 'Job Sales'[Job],
            'Job Sales'[YYYYMM], CALCULATE (
                MAX ( 'Job Sales'[YYYYMM] ),
                FILTER (
                    ALLEXCEPT ( 'Job Sales', 'Job Sales'[Job] ),
                    'Job Sales'[YYYYMM] < EARLIER ( 'Job Sales'[YYYYMM] )
                )
            )
        )

     

    Best regards,

    Yuliana Gu