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JustAThought's avatar
JustAThought
Frequent Visitor
2 years ago
Solved

Help With Cumulative Total

Good afternoon, I am trying to get a Cumulative Total to show based on ItemCode. Start with DataType="S" (for stock) and then if it is a S/O data type (deduct) or P/O Datatype (Increase) to show if t...
Need Help
  • JustAThought's avatar
    JustAThought
    2 years ago

    Thank you for reaching back out, I found a resolution by doing a grouping and running total that way. I appreciate your time and efforts in trying to help me resolve this. 

JustAThought's avatar
JustAThought
Frequent Visitor
2 years ago

here is an example of the table:  it is the QTYRunning I am trying to create

 

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi JustAThought ,

Assume that there is the field [Index] exist in the table 'Append1' and order the data by the field [DateType] (from S,S/O to P/O). You can update the formula of your measure [QTYRunning] as below:

QTYRunning =
VAR CurrentDate =
    MAX ( 'Append1'[Date] )
VAR CurrentIndex =
    MAX ( 'Append1'[Index] )
VAR CurrentItemCode =
    MAX ( 'Append1'[ItemCode] )
RETURN
    CALCULATE (
        SUM ( 'Append1'[QTY] ),
        FILTER (
            ALLSELECTED ( 'Append1' ),
            'Append1'[ItemCode] = CurrentItemCode
                && 'Append1'[Date] <= CurrentDate
                && 'Append1'[Index] <= CurrentIndex
        )
    )

If the above one can't help you figure out, please provide some raw data in your table 'Append1' (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It would be helpful to find out the solution. You can refer the following link to share the required info:

How to provide sample data in the Power BI Forum

 

And it is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards