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Regular Visitor

## How do I pull out amt changed from cumulating sum while ignoring initial value?

Greetings community,

Please let me know if you have any ideas for me! I'm struggling with how to ignore an initial value.

I have Income and Contributed Capital provided in the data.

I need to separate out contributed change without the initial \$1,000 included, then I need to combine Income + Contributed Change values.

 Year Quarter Month Income Contributed Capital Contributed Change Combined 2021 Q1 Mar \$200.00 \$1,000.00 \$0.00 \$200.00 2021 Q2 Jun \$400.00 \$1,100.00 \$100.00 \$500.00 2021 Q3 Sep \$100.00 \$1,100.00 \$0.00 \$100.00 2021 Q4 Dec \$200.00 \$1,300.00 \$200.00 \$400.00 2022 Q1 Mar \$200.00 \$1,300.00 \$0.00 \$200.00 2022 Q2 Jun \$300.00 \$1,800.00 \$500.00 \$800.00

1 ACCEPTED SOLUTION
Community Support

I adjust something, please try below steps:

1. add a new column with below dax formula

``````RK =
VAR cur_year = [Year]
VAR tmp =
FILTER ( ALL ( 'Table' ), 'Table'[Year] = cur_year )
RETURN
RANKX ( tmp, [Index],, ASC, DENSE )
``````

2. use this dax formula to replace above same name measure

``````Adjust Contribute =
VAR cur_rk =
SELECTEDVALUE ( 'Table'[RK] )
VAR cur_year =
SELECTEDVALUE ( 'Table'[Year] )
VAR cur__ct =
CALCULATE (
MAX ( 'Table'[Contributed Capital] ),
'Table'[RK] = cur_rk
&& 'Table'[Year] = cur_year,
ALL ( 'Table' )
)
VAR pre_ct =
CALCULATE (
MAX ( 'Table'[Contributed Capital] ),
'Table'[RK] = cur_rk - 1
&& 'Table'[Year] = cur_year,
ALL ( 'Table' )
)
RETURN
IF ( cur_rk = 1, 0, cur__ct - pre_ct )
``````

3. then you could get the output

Please refer the attached .pbix file.

Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

8 REPLIES 8
Super User

Do you also have Year and Month (as shown in the image of your post)) in the dataset?

Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Regular Visitor

The date in my financial table is related to the date in my calendar table.

Let me know if that doesn't answer your question well enough.

Super User

Hi,

Share the download link of your PBI file.  Do you want a measure or a calculated column?

Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Community Support

Please try below steps:

1. add a new index column to the table

2. create two measure with below dax formula

``````Adjust Contribute =
VAR cur_index =
SELECTEDVALUE ( 'Table'[Index] )
VAR cur__ct =
CALCULATE (
MAX ( 'Table'[Contributed Capital] ),
'Table'[Index] = cur_index,
ALL ( 'Table' )
)
VAR pre_ct =
CALCULATE (
MAX ( 'Table'[Contributed Capital] ),
'Table'[Index] = cur_index - 1,
ALL ( 'Table' )
)
RETURN
SWITCH ( TRUE (), cur_index = 1, 0, cur_index = 2, cur__ct, cur__ct - pre_ct )
``````
``````Income add Contribute =
VAR cur_income =
SELECTEDVALUE ( 'Table'[Income] )
VAR cur_ac = [Adjust Contribute]
VAR _val = cur_income + cur_ac
RETURN
IF ( _val > 0, "+" & _val, "-" & _val )
``````

3. add a table visual with fields and measure

Please refer the attached .pbix file.

Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Regular Visitor

Thank you for your response.

I am trying to achieve the values listed in the "Combined" column, while ignoring the inital contributed capital value.

Community Support

As my above screenshot show, please refer "Income add Contribute" measure, the logic of his calculation is consistent with what you said.

Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Regular Visitor

Hi @v-binbinyu-msft
I don't know how to attach the .pbix like you did, it errors and says the file type isn't allowed.

But the only thing I'm missing is the initial ignore.

Adjusted Contribute =
var current_index=SELECTEDVALUE('Table'[Index])
var current__capital=CALCULATE(MAX('Table'[Contributed Capital]),'Table'[Index]=current_index,ALL('Table'))
var previous_capital=CALCULATE(MAX('Table'[Contributed Capital]),'Table'[Index]=current_index-1,ALL('Table'))
return
current__capital-previous_capital

Community Support

I adjust something, please try below steps:

1. add a new column with below dax formula

``````RK =
VAR cur_year = [Year]
VAR tmp =
FILTER ( ALL ( 'Table' ), 'Table'[Year] = cur_year )
RETURN
RANKX ( tmp, [Index],, ASC, DENSE )
``````

2. use this dax formula to replace above same name measure

``````Adjust Contribute =
VAR cur_rk =
SELECTEDVALUE ( 'Table'[RK] )
VAR cur_year =
SELECTEDVALUE ( 'Table'[Year] )
VAR cur__ct =
CALCULATE (
MAX ( 'Table'[Contributed Capital] ),
'Table'[RK] = cur_rk
&& 'Table'[Year] = cur_year,
ALL ( 'Table' )
)
VAR pre_ct =
CALCULATE (
MAX ( 'Table'[Contributed Capital] ),
'Table'[RK] = cur_rk - 1
&& 'Table'[Year] = cur_year,
ALL ( 'Table' )
)
RETURN
IF ( cur_rk = 1, 0, cur__ct - pre_ct )
``````

3. then you could get the output

Please refer the attached .pbix file.

Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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